NGUYEN VAN PHUONG
Thu Duc City
Summary
I have worked in a business development role with 9 years of working experience in Vietnam fund industry. I took on the role of managing and developing different distribution channels for Fund managers. Utilizing a methodical, insight-driven approach, combining data analysis, behavioral finance to substantially boost business growth. I am also a Private Client Advisor for Hight net worth clients and a Trainer with comprehensive solutions and services to serve variety of partners, including banks and insurance company. I am a guest speaker at various personal finance sessions for multinational companies and a lecturer at WAM Institute.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate Director, Private Client Advisory
Dragon Capital Vietfund Management Joint Stock Company
Hochiminh
05.2017 - Current
- Support Director to develop sales plan of BIDV Private and Direct channel for High-net-worth (HNW) clients acquisition and carry out implementation plan
- Liaise with the bank to acquire new HNWIs, increase sales capacity of PB/RM and maintain relationship with BIDV
- Build sales training programs, sales contests for bank partner and Referral fee scheme for Direct channel
- Hunt new HNW clients through existing network
- Provide effective supports to BIDV Private via regular market updates, RM/PB coaching activities, organization of private events, support RM/PB in sales activities
- Laise with internal stakeholders and external ones (custodian banks, brokerage firms) to establish and develop internal operational procedure and onboarding process of Segregated Managed Account, which is the preferred vehicle of HNWIs
- Build and standardize service levels for HNW clients
- Coordinate with Portfolio Managers/Research team for taking care of existing clients on regular basic
Manager, Partnership Distribution
Dragon Capital Vietfund Management Joint Stock Company
Hochiminh
05.2017 - Current
- Assist Director to develop and execute business development strategy for Dragon Capital with financial institutions: VPB, ACB, MBB, HSBC, TPB, OCB, MSB, SeABank and Generali
- Take responsibility for my own development, inform Director of any development needs and take part in prescribed development activities
- Track and report on fundraising progress and provide regular updates to Director
- Consulting investment solutions for corporate/individual investors to diversify their portfolio in Vietnam capital market
- Directly provide training/coaching sessions about Macro, financial market, fund product and sale skills to RMs of bank partners
- Conduct intensive training of wealth management to BMs and Elite RMs of bank partners
- Hosting client seminars as speaker or moderator for supporting banks/insurance partner to hunt new clients
- Initiate Corporate Access idea to Dragon Capital for deployment with company’s ecosystem: OEF, ETF, SMA, Pension Funds
- Take in charge of foreign clients segmentation of Dragon Capital
- Review, manage and develop onboarding procedure of Mutual funds for foreigner retail clients
Business Development Associate
VinaCapital Fund Management Joint Stock Company
Hochiminh
05.2016 - 04.2017
- Execute business development in partnership with SCB
- Train products/funds for partners to sale
- Support RM to meet clients for investment consultancy
Retail Products - Priority Segment Officer
Standard Chartered Bank (VN)
Hochiminh
09.2014 - 04.2016
- Closely liaise with relevant departments to launch a new product or program
- Make required report and deep analysis for Head of Retails Client review every half a month
- Monitor 69 sales focusing on liability with portfolio of USD150mil AUM
- Assist sales on their enquiries about Priority Segment
- Aggressively and proactively build up and sustain new potential vendors
- Monthly reconcile all costs for Priority Segment
Education
CFA Level 2 Candidate -
06.2016
Bachelor - Corporate Finance
University of Economics
Ho Chi Minh City06.2015
Skills
- Deep understanding in Macroeconomics and Financial market
- Comprehensive knowledge and experience in Investment field, Fund management, Financial education, Premier Banking
- High networks and solid understanding of the Vietnamese financial services industry Good overview of industry players and regulations
- Result focused, high level of commitment to deliver objectives
- Good interpersonal skills Works well with others inside and outside the company, at different levels of seniority, to achieve organizational goals
- Strong written and verbal communications skills Good in public speaking and presentation skills Ability to act as the role of Presenter or Moderator/ Host for professional event
- Energetic and creative Able and willing to propose and test different sales and marketing ideas
Certification
- The Degree of Bachelor in Corporate Finance, 2015
- TOEIC certificate, 840, 2015
References
- Mr. Tran Anh Tuan, Director, Partnership Distribution – Dragon Capital VN, 0962 359 972
- Ms. Nguyen Bich Ngoc, Director, Priority Banking, StanChart VN, 0909 704 740
Timeline
Associate Director, Private Client Advisory
Dragon Capital Vietfund Management Joint Stock Company
05.2017 - Current
Manager, Partnership Distribution
Dragon Capital Vietfund Management Joint Stock Company
05.2017 - Current
Business Development Associate
VinaCapital Fund Management Joint Stock Company
05.2016 - 04.2017
Retail Products - Priority Segment Officer
Standard Chartered Bank (VN)
09.2014 - 04.2016
CFA Level 2 Candidate -
Bachelor - Corporate Finance
University of Economics
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