 Supervise and manage 03 Wealth Advisors.  Provide daily direction and communication to employees to ensure the team utilizes a consistent and effective approach to sales and implementation of investment, banking and estate products.  Employ financial planning strategies in all area including bank deposit, investment, retirement, insurance, college planning, estate planning.  Develop, present investment advisory recommendations to individuals and families.

1. Distributor and Partnership ManagementProduct training of Open Ended Fund for Vietcombank's BranchesIdentified in 2million USD revenue opportunities by collaborating with distribution partners .Led cross-functional teams to create impactful messaging, demand-generation programs and salestools.Strategied with Branches's directors to prospect and qualify potential customers within assignedgeographic territories2. Direct saleManaged a portfolio of 200 accounts totaling 3million USD in sales.Created alternative business plans to improve customer relationships.Developed comparison tables of products and services by researching product pricing, ratings andperformance.Researched clients' business issues and goals to offer appropriate solutions.

Sold financial products including Dual Currency Deposit, Mutual Fund, Personal Installment Loan, Loans, Insurance, Credit Card...Exceeded quarterly sales goals by 200%.Maintained friendly and professional client interactions at all times.Answered clients' questions about the purposes and details of financial plans and strategies.Provided wealth management solutions that accounted for 5 million in assets per year.Recommended loan approvals and denials based on customer loan application reviews.