Kim Tran

- Managed and Cultivated a portfolio of high net worth and ultra high net worth individual clients in Southeast Asia region, specifically in Thailand, Vietnam, and Singapore; and Global Family Office with a total AUM of USD300 million.

- Advised clients on personalized investment strategies by implementing various portfolio management services offered including DPM and active advisory portfolio management in multi asset classes - equities, fixed income, derivatives, managed investment funds and alternative investments.

- Well-versed in the advisory process of inter generational wealth transfer through Family Office and Trust set up. Being the first in Thailand and Indochina team to go through the set up and onboarding of a complex VCC structure within a Family Office set up.

- Assisted clients with non-traditional private banking requirements by working closely with Investment Banking colleagues to issue Credit Linked Notes, and M&A deals.

- Achieved revenue growth of average 20% yearly, and secured numerous new accounts for the team.

- Worked closely with UOB branch network in Singapore, Thailand and Vietnam to identify and onboard new high net worth clients to Privilege Reserve (AUM of SGD2 million) and Privilege Banking (AUM of minimum SGD350 thousand) segments.

- Being the main contact point for FDI colleagues in UOB Thailand and Vietnam to assist potential clients to set up their business foot print in Singapore.

- Consistently exceeded KPI target and achieved awards as 1st position of Senior BDM for 2015, and 2016.

- Part of the first batch of branch based Relationship Manager for the bank during its initial set up of the first branch at Singapore Land Towers, Raffles Place.

- Assisted clients at the branch with their inquiries of deposit, mortgages, and investment products.

- Assisted Bloomberg users in trouble shooting their issues, and inquiries with Bloomberg data and hardware through calls.

- Participated in training team new hires on internal system navigation and simple trouble shooting steps when receiving users queries.