Van Le Email & Phone Number

HSBC Private Banking - HNW London

Silicon Valley Bank (SVB)/HBSC Integration Project, HSBC Innovation Banking:• Manage the planning and tracking of milestones and runbook activities for liquidation process, account closures and reconciliation between SVB and HSBC• Represent the team in project reports to Executive Committees and coordinate with team members to ensure tasks are completed with accuracy and within timeline• Part of the team that successfully delivers the transition for all customers together with… Show more Silicon Valley Bank (SVB)/HBSC Integration Project, HSBC Innovation Banking:• Manage the planning and tracking of milestones and runbook activities for liquidation process, account closures and reconciliation between SVB and HSBC• Represent the team in project reports to Executive Committees and coordinate with team members to ensure tasks are completed with accuracy and within timeline• Part of the team that successfully delivers the transition for all customers together with their cash and deposit products from SVB to HSBC Innovation Banking Show less

• Identify and ensure holistic oversight of greenwashing and ESG risks in CMB/GB through in-depth understanding of credit lending business processes, risk appetite and KPIs set• Provide risk analysis to support framework design in order to optimise deployment of financial, social and environmental capital• Support the enhancement of client and colleague experience by simplifying the Sustainability Operating Model

London, England, United Kingdom

Business Analyst of the Client Management Experience Programme. CME is the Cloud-based Customer Relationship Management system (Microsoft Dynamic 365) for HSBC’s Global and Commercial Bank (Wholesale), currently live in 50 markets with more than 10,000 users.• Effectively prioritise and manage different workflows in CME, including Client Hierarchy and Deal journey • Confidently lead the collaboration between RMs, business sponsors, IT colleagues cross different teams via running… Show more Business Analyst of the Client Management Experience Programme. CME is the Cloud-based Customer Relationship Management system (Microsoft Dynamic 365) for HSBC’s Global and Commercial Bank (Wholesale), currently live in 50 markets with more than 10,000 users.• Effectively prioritise and manage different workflows in CME, including Client Hierarchy and Deal journey • Confidently lead the collaboration between RMs, business sponsors, IT colleagues cross different teams via running training sessions, frontlines shadowing, collecting users’ feedbacks, which results in impactful solutions• Successfully deliver ORC-CME complex integration which saves up to 20% time and improves data alignment Show less

London, United Kingdom

1. Sales and Service Manager – Portsmouth Branch (6-month rotation):• Managerial responsibility for twelve staff with two line reports, including providing bespoke training and coaching that results in 20% increase in their individual KPIs• Positively influence a staff in driving Home Insurance performance, which helps reach 30% rise in outcomes• Provide high-quality customer service and resolve customer enquiries & complaints, resulting in positive feedbacks and satisfaction… Show more 1. Sales and Service Manager – Portsmouth Branch (6-month rotation):• Managerial responsibility for twelve staff with two line reports, including providing bespoke training and coaching that results in 20% increase in their individual KPIs• Positively influence a staff in driving Home Insurance performance, which helps reach 30% rise in outcomes• Provide high-quality customer service and resolve customer enquiries & complaints, resulting in positive feedbacks and satisfaction from customers2. Digital Experience Specialist – Digital UK (6-month rotation):• Work with Digital team to facilitate, complete and document the public website audit process • Create new mobile friendly content across products for the website, own the production of 39 Mortgages articles• Conduct customer research for core Wealth and Investment journeys, analyse findings, lead brainstorming sessions with stakeholders and successfully initiate ideas for improvement3. Cyber Risk Manager – CITRO, COO (6-month rotation):• Own the design and building of data maps for diverse digital customer journeys when being on-boarded with HSBC products, which contributes to risk mitigation • Co-lead the organisation and host the ‘Simplify Hackathon’ for UK Bank that involves more than 300 staff and ExCo members to raise ideas for change Show less

London, Greater London, United Kingdom

Part of the Premier International team• Performed in-depth analysis on international services and systems used (Global Links, Global Customer Directory), provided 9 suggestions to minimise costs and boost staff confidence• Designed and launched a Visual Guidebook to streamline the international account opening process, saving 40% of call-time; buy in from HSBC Head of Premier• Presented International project to over 20 leaders and stakeholders to uplift Premier International… Show more Part of the Premier International team• Performed in-depth analysis on international services and systems used (Global Links, Global Customer Directory), provided 9 suggestions to minimise costs and boost staff confidence• Designed and launched a Visual Guidebook to streamline the international account opening process, saving 40% of call-time; buy in from HSBC Head of Premier• Presented International project to over 20 leaders and stakeholders to uplift Premier International outbound acquisition performance; 4 of which were taken onboard for implementation• Led a project targeting existing portfolios of Relationship Managers – International referrals increased by 5 times during testing period• Undertook mystery shopping in 11 HSBC branches, presented findings and recommendations to senior stakeholders to improve branch network’s strategies Show less

Hanoi, Vietnam

• Perform market research targeting potential businesses and clients; gain industry knowledge particularly in hotel’s products and revenue management• Assist sales managers to showcase products to potential clients, communicate with clients to resolve grievances and ensure contract renewal, negotiate with and learnt from partners• Collaborate with coworkers to produce contracts and proposals with pricing conditions for over 30 clients • Organise and supervise 5 private parties and… Show more • Perform market research targeting potential businesses and clients; gain industry knowledge particularly in hotel’s products and revenue management• Assist sales managers to showcase products to potential clients, communicate with clients to resolve grievances and ensure contract renewal, negotiate with and learnt from partners• Collaborate with coworkers to produce contracts and proposals with pricing conditions for over 30 clients • Organise and supervise 5 private parties and events for corporate clients Show less

London, United Kingdom

• Provide outstanding customer service, patiently listen to and guide customers regarding product purchases, successfully build customer loyalty with over 60 customers on a monthly basis• Part of the only team in the UK that achieve £500k sales revenue within 6 weeks• Worked under pressure, attain the best KPI (CRM, ATV) performer after one month, surpass personal target by 20% and help the team reach top commission level

Vietnam

• Evaluated and formulated marketing strategies, advised on inventory management• Administered promotional website, responded to 200 customers’ orders and enquiries monthly• Customer service and sales of products

Master Of Science - Msc, Investment And Finance, Distinction

Asset Management, Applied Wealth Management, Risk Management for Banking, Business Finance

Bsc Mathematics With Finance And Accounting, Mathematics And Finance, First Class Honour

Top 3 students with the best achievement: 91.7% - year three average 84.0% - three year average

Lse Choice Programme, Economics, Successfully Completed

Activities and Societies: Summer School and Saturday Sessions - Barclays Insight Day - Juice Company growth strategy presentation - Got.