Experience

VNDIRECT Securities Corporation

• Vietnam
• Investment Management
• 300 - 400 Employee

• Head Of Wealth Management

  • Apr 2021 - Present

  Ho Chi Minh City, Vietnam - Recruiting, developing and coaching team members - Lecturing educating programs, both external and internal participants - Host seminars introducing investment opportunities and strategy in the market, including but not limited to stock markets (real estate, bonds, short term investment products) - In charge of analysis reports at industry level - Participating in the strategy planning for the Retail division - Supervising and being responsible for KPIs of the team as a… Show more - Recruiting, developing and coaching team members - Lecturing educating programs, both external and internal participants - Host seminars introducing investment opportunities and strategy in the market, including but not limited to stock markets (real estate, bonds, short term investment products) - In charge of analysis reports at industry level - Participating in the strategy planning for the Retail division - Supervising and being responsible for KPIs of the team as a whole - Writing book review and article on financial topic for popular publishers - Participating in various ad-hoc tasks and projects. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finance Manager

  • Jun 2019 - Apr 2021

  Ho Chi Minh City, Vietnam - Monitoring the daily mapping process of systems to ensure data is available for reports, cooperate with other team to inspect and solve any system-related issue that surfaces. - Responsible for reviewing and monitoring the adequacy and quality of daily, monthly, quarterly reports are accurately prepare and submitted in a timely manner. - Response timely and appropriately to local regulators and authorities. - Preparing journal entries to account for the gap between IFRS and VN GAAP… Show more - Monitoring the daily mapping process of systems to ensure data is available for reports, cooperate with other team to inspect and solve any system-related issue that surfaces. - Responsible for reviewing and monitoring the adequacy and quality of daily, monthly, quarterly reports are accurately prepare and submitted in a timely manner. - Response timely and appropriately to local regulators and authorities. - Preparing journal entries to account for the gap between IFRS and VN GAAP on the bank’s system on month-end basis. - Participate in the automation process of the bank’s financial reports in the customized system. - Coordinate with internal and external auditors for the bank’s audit. - Provide accounting advices for new products of the bank businesses. - Monitoring and maintaining the mapping of data from IFRS records to VN GAAP records are correctly reflect the accounting nature of the accounts. Show less



VNDIRECT Securities JSC

• Vietnam
• Investment Management
• 1 - 100 Employee

• Broker Manager

  • Apr 2018 - May 2019

  Ho Chi Minh City, Vietnam - Responsible for researching and analyzing the banking industry, and hence proposing investment opportunities for clients - Private wealth manager for medium and high net worth clients - Chosen in talent pool - Staff recruiting and training in all aspects in the brokerage and analysis fields. - Lecturing and training the team members and company staff - Hosting client seminars introducing investment opportunities, - Writing article on banking topics for several well-known… Show more - Responsible for researching and analyzing the banking industry, and hence proposing investment opportunities for clients - Private wealth manager for medium and high net worth clients - Chosen in talent pool - Staff recruiting and training in all aspects in the brokerage and analysis fields. - Lecturing and training the team members and company staff - Hosting client seminars introducing investment opportunities, - Writing article on banking topics for several well-known investment magazines. Show less



Vietbank (Ngân Hàng TMCP Việt Nam Thương Tín)

• Banking
• 100 - 200 Employee

• ALCM Manager

  • Oct 2016 - Jul 2017

  Ho Chi Minh City, Vietnam - Manage the balance sheet of the bank and establish risk parameters for liquidity in accordance with the risk appetite of the Board of Management. - Build up policies and procedure for managing liquidity risk in day-to-day operation. - Review and monitor daily reports on liquidity to ensure compliance with the SBV requirements and to inform early warning signal on liquidity issues to management. - Responsible for recruiting, training of staff and monitoring their daily… Show more - Manage the balance sheet of the bank and establish risk parameters for liquidity in accordance with the risk appetite of the Board of Management. - Build up policies and procedure for managing liquidity risk in day-to-day operation. - Review and monitor daily reports on liquidity to ensure compliance with the SBV requirements and to inform early warning signal on liquidity issues to management. - Responsible for recruiting, training of staff and monitoring their daily activitities. - Using the fund transfer price (FTP) as a mechanism to achieve the target balance and maturity of the Bank’s deposit and loan book to comply with the SBV’s requirement and to optimize the Bank’s Balance sheet - Review the performance of branches compared to their plans. - Propose solutions to improve the performance of the Bank as a whole. - Responsible for the Management Information System (MIS) module in the implementation of the new core banking system. - Complete bespoke tasks and reports assigned by management. Show less



Sacombank

• Vietnam
• Banking
• 700 & Above Employee

• Management Accountant

  • Sep 2011 - Oct 2016

  • Ultimately responsible for the issue of International Financial Reporting Standard (IFRS) financial statements. The IFRS financial statements are provided to many of Sacombanks’ international lenders including International Finance Corporation (IFC), PROPARCO, Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden N.V. (FMO) etc. • Presenting and explaining the discrepancies between IFRS and VAS financial statements to the Board of Director and to the international… Show more • Ultimately responsible for the issue of International Financial Reporting Standard (IFRS) financial statements. The IFRS financial statements are provided to many of Sacombanks’ international lenders including International Finance Corporation (IFC), PROPARCO, Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden N.V. (FMO) etc. • Presenting and explaining the discrepancies between IFRS and VAS financial statements to the Board of Director and to the international lenders. • Assisting the preparation of the Half-year and Year-end Vietnamese Accounting Standard financial statements • Preparing the Bank’s Capital Adequacy Ratio (CAR) and the monthly and quarterly financial statements. • Calculating and preparing the Financial covenants to provide to Sacombank’s international lenders. • Team member of the Sacombank’s Foreign Account Tax Compliance Act (FATCA) project • Participating, negotiating in meetings with Sacombank’s vendors, service providers. • Working with PwC’s and Ernst&Young auditors on IFRS reports and Compliance Certificate for international fund providers. Show less