Dat Trinh

Professional Summary

I am a results-driven sales, business development, and partnership professional with deep experience in lead generation, client engagement, and consultative solution selling across financial services, investment, and technology-driven environments. I have a proven track record of building and managing affluent and institutional client portfolios, driving revenue growth, and delivering measurable business results through data-informed strategies.

My background includes relationship management roles at international banks, along with project-based experience in technology, management consulting, and investment banking programs. I also have hands-on exposure to Generative AI initiatives and technical writing in both English and Vietnamese. I combine commercial acumen, cross-industry experience, and continuous learning to manage full sales cycles from identifying business needs and positioning tailored solutions to driving pipeline development and closing revenue-generating opportunities.

Key Achievements

• Managed the largest portfolio at the branch level, exceeding USD 25M in Assets Under Management, maintaining a very high client retention rate of 95% during the bank acquisition transition

• Generated approximately SGD 10M in fresh funds growth through strategic partnerships and referral channels at OCBC Singapore during the Covid-19 pandemic

• Achieved 200% of revenue and performance targets for six consecutive months in retail banking and wealth management

• Delivered VND 900M in quarterly revenue as Startup Manager of a premium fitness center, driving 30% growth through structured client acquisition strategies

• Completed multiple M&A, management consulting, and fund management simulation programs covering full-cycle deal execution, valuation, strategic analysis, and client presentation

• Contributed to Generative AI and technical writing projects with consistently high performance ratings

• Promoted to Team Leader in my first banking role after exceeding sales targets and demonstrating strong operational efficiency, leading and mentoring junior team members

I am particularly interested in roles that combine revenue growth, strategic partnerships, investment, and technology-driven transformation. I am motivated to contribute to organizations seeking sustainable expansion and long-term value creation across regional and international markets.