Tu NguyenTN
Open to opportunities

Tu Nguyen

@tunguyen

Dedicated Account Manager with expertise in financial services and client relations.

Vietnam

What I'm looking for

I am looking for a role that values collaboration and offers growth opportunities in client management and financial services.

I am a dedicated and results-driven Account Manager with a strong background in financial services and customer relationship management. At Pepperstone Group Ltd, I successfully built and maintained relationships with high-value clients, offering tailored trading solutions and ensuring a superior client experience. My proven ability to achieve KPIs and foster client loyalty has been instrumental in my career, as I consistently work cross-functionally with global teams to translate complex trading products into clear value for clients.

Throughout my career, I have managed a portfolio of high-net-worth clients, delivering tailored support and strategic insights to optimize their trading performance. I acted as the primary liaison for client inquiries and collaborated with customer service and compliance teams to onboard new clients while ensuring adherence to regulatory standards. My efforts resulted in a 20% increase in client conversion rates and consistent achievement of sales targets for three consecutive months.

With a Bachelor’s degree in Finance and extensive experience in customer service, I am committed to fostering a culture of excellence, collaboration, and continuous improvement. I regularly track and analyze data to identify trends and issues, ensuring I stay updated with the latest features and product updates to provide informed support and feedback that enhances the user experience.

Experience

Work history, roles, and key accomplishments

PL

Account Manager

Pepperstone Group Ltd

Oct 2022 - Jun 2023 (8 months)

Managed a portfolio of high-net-worth clients, delivering tailored support and strategic insights to optimize trading performance. Acted as the primary liaison for client inquiries and collaborated with teams to onboard new clients while ensuring adherence to regulatory standards. Achieved a 20% increase in client conversion rates and consistently met sales targets.

EC

Customer Service Associate

EVO BUSINESS CONSULTING

Nov 2021 - Jun 2023 (1 year 7 months)

Top 2 performance agent after 2 months of working, consistently meeting KPI and SLA targets. Handled customer inquiries via various channels, assisted sales teams, and collaborated with cross-functional teams to resolve escalations, ensuring high customer satisfaction.

AE

Personal Assistant to CEO

AN BAN SOCIAL ENTERPRISE

Jul 2020 - Jul 2021 (1 year)

Coordinated projects led by the CEO, ensuring clear communication between customers and internal teams. Managed workflow and maintained an organized system for tracking tasks and projects while establishing relationships with vendors.

GJ

Customer Services Assistant to General Manager

GALAXY TECHNOLOGY INVESTMENT JSC

Sep 2019 - Apr 2020 (7 months)

Supported overseas purchases, handled complex complaints, and ensured timely payments while collaborating with stakeholders on onsite lighting projects.

GJ

Sales Executive

GALAXY TECHNOLOGY INVESTMENT JSC

Jul 2019 - Sep 2019 (2 months)

Proactively built B2B and B2C customer relationships, created quotations for commercial projects, and expanded the business market for new products across Vietnam.

H(

Intern

HEAD OFFICE ASIAN COMMERCIAL BANK (ACB)

Jan 2019 - Apr 2019 (3 months)

Designed internal communication materials for stock market reference, contributing to the product development department.

Education

Degrees, certifications, and relevant coursework

CB

Centauri Services & Technology Sdn Bhd

Senior Customer Services, Customer Service

2023 - 2025

Engaged in a Senior Customer Services role, committed to implementing departmental goals and ensuring alignment with company strategy while fostering a culture of excellence and continuous improvement.

BH

Banking University of HCMC

Bachelor of Finance, Finance

2021 -

Pursued a Bachelor degree in Finance, focusing on providing a professional and positive brand image while resolving customer inquiries via chat, email, and phone. Achieved high QA scores through excellent handling of customer interactions.

EC

EVO BUSINESS CONSULTING

Associate, Customer Service

2021 - 2023

Worked as a Customer Service Associate, achieving top performance metrics and handling customer inquiries to ensure high satisfaction levels.

AE

AN BAN SOCIAL ENTERPRISE

Personal Assistant, Business Administration

2020 - 2021

Served as a Personal Assistant to the CEO, coordinating projects and ensuring clear communication between customers and internal teams.

GJ

GALAXY TECHNOLOGY INVESTMENT JSC

Sales Executive, Sales

2019 - 2019

Worked as a Sales Executive, building B2B and B2C customer relationships and managing proposals for commercial lighting projects.

IY

I Z I E N G L I S H C O M M U N I T Y

Event Coordinator, Event Management

2017 - 2019

Coordinated events and managed community tourism projects, ensuring successful execution and budget management.

TG

TGM GROUP

Certificate, Finance

2018 - 2018

Completed a Certificate of Being Rich Course, focusing on financial literacy and wealth management strategies.

Tech stack

Software and tools used professionally

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Tu Nguyen - Account Manager - Pepperstone Group Ltd | Himalayas