NGUYEN KHAC TRINH
Professor
Hochiminh
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
16
16
years of professional experience
9
9
years of post-secondary education
2
2
Languages
Work History
Financial Advisor
HUE HUNG Ltd
Long An
03.2016 - Current
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
- Worked with clients to support understanding of rationale and details of financial strategies
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Forex Trader
Freelancer- Masterclass
06.2009 - Current
- Completed trades on derivatives, increasing profits 10% monthly
- Used data-driven approach to make successful trading plans
- Conducted research to answer questions and handle issues using multiple systems and resources
- Created and implemented strategic trading approaches
- Educated and worked with clients on ROI terms to find accurate solutions
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Worked with clients to provide competitive commercial banking solutions and retail financing plans
- Increased portfolio performance by consistently identifying high probability trade setups using technical and fundamental analysis.
- Optimized trading systems by regularly conducting procedures for strategy validation purposes.
- Managed risk exposure for optimal returns, implementing disciplined stop-loss orders and position sizing techniques.
- Collaborated with other traders to share insights, discuss market events, and refine trading approaches.
Brand Manager
BIBICA Corp
Ho Chi Minh, Ho Chi Minh
10.2019 - 03.2020
- Planned, implemented, and tracked sales and marketing strategies to promote brand products
- Analyzed customer feedback and market trends to make informed decisions about product and brand messaging
- Monitored and evaluated marketing and advertising campaigns to support brand consistency and engagement
- Managed and oversaw creative projects to drive quality, accuracy and deadline management
- Spearheaded strategic brand plans for multiple product lines to increase market share and brand awareness
- Incorporated product changes into marketing messages to drive customer engagement and maximize profits
Education
MBA - Finance & Accounting
Devry University
Sherman Oaks, CA 01.2015 - 01.2018
MBA - Supply Chain, Marketing & Leadership
La Verne University
La Verne, CA 01.2011 - 01.2014
BBA - Business Management
University of Economics
Ho Chi Minh City 01.2001 - 01.2004
Skills
- Investment planning
- Trend Analysis Proficiency
- Wealth management
- Business development
- Investment advice
- Financial advising
- Financial planning
- Stock market understanding
Timeline
Brand Manager
BIBICA Corp
10.2019 - 03.2020
Financial Advisor
HUE HUNG Ltd
03.2016 - Current
MBA - Finance & Accounting
Devry University
01.2015 - 01.2018
MBA - Supply Chain, Marketing & Leadership
La Verne University
01.2011 - 01.2014
Forex Trader
Freelancer- Masterclass
06.2009 - Current
BBA - Business Management
University of Economics
01.2001 - 01.2004
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