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:
• 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.
• 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.
• 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.
• 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):
• 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

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
• 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

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
• 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.