Pham Thuy Phuong
Ho Chi Minh City
Summary
In the next five years of my career, I aim to become a professional and reliable wealth management specialist. Becoming a Senior Associate at Dragon Capital will be a great opportunity for me to grow clients' assets and contribute to the company's prosperity.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Blogger
Phuong Investor
Ho Chi Minh
04.2020 - Current
- Founder at Phuonginvestor blog, delivering insights on financial markets, and investment strategies.
- Educated individual investors through valuable contents about investing and trading knowledge and skills
- Provided practical advices to empower readers in making investment decisions.
Investment Advisory Specialist
VNDIRECT SECURITIES CORPORATION
01.2016 - Current
- Established and cultivated client base of over 200 individual and corporate clients.
- Managed total assets under management (AUM) exceeding VND 1,100 billion across various asset classes.
- Customized portfolio for 10 individual clients, with a total AUM exceeding VND 200 billion, attaining an average return rate of 25% to 30% over the past 7 years.
- Provided customized solutions for portfolio management for different clients.
- Analyzing and providing valuable market updates in terms of fundamental and technical aspects.
- Analyzing client insights and introducing the best suited solutions to individual clients' requirements.
- Organized investment seminars and workshops to share knowledge and strategies about investing.
Education
International Business Management
Univesity Of Economics
Ho Chi Minh City06-2016
Skills
- Investment advisory and asset management
- Technical and fundamental analysis
- Portfolio planning and risk management
- AI tools and investment software proficiency
- Communication and client relationship management
- Seminar organization and community development
Accomplishments
- Outstanding NAV Growth Advisory Specialist of the Year 2017 -2018
Certification
- Securities Brokerage License (issued by the State Securities Commission of Vietnam)
Timeline
Blogger
Phuong Investor
04.2020 - Current
Investment Advisory Specialist
VNDIRECT SECURITIES CORPORATION
01.2016 - Current
International Business Management
Univesity Of Economics
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