Phan Anh
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Phan Anh Email & Phone Number

Asset and Wealth Management Advisor | Private Banker at MBBank
Location: Vietnam, Viet Nam, Viet Nam 12 work roles 3 schools
1 work email found @yahoo.com.vn LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@yahoo.com.vn
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Current company
Role
Asset and Wealth Management Advisor | Private Banker
Location
Vietnam, Viet Nam, Viet Nam
Company size

Who is Phan Anh? Overview

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Quick answer

Phan Anh is listed as Asset and Wealth Management Advisor | Private Banker at MBBank, a company with 3558 employees, based in Vietnam, Viet Nam, Viet Nam. AeroLeads shows a work email signal at yahoo.com.vn and a matched LinkedIn profile for Phan Anh.

Phan Anh previously worked as Asset & Wealth Management Advisor | Private Banker at Mbbank and Investment Officer at Viet Capital Asset Management. Phan Anh holds Bachelor'S Degree, Corporate Communication & Business Administration And Management, Finance, 3.8 from Lycoming College.

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*@yahoo.com.vn
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Profile bio

About Phan Anh

Currently, I am working with Military Commercial Joint Stock Bank (MB Bank) in Ho Chi Minh City, Vietnam. A trusted private banker and asset | wealth management advisor for my clients in offering them professional, tailor-made, and comprehensive solutions, specifically designed according to each individual profile and preferences, in the fields of asset | wealth planning and wealth management. Moreover, I would like to achieve a full understanding of my clients’ insights, wants, and wishes that makes their life more comfortable and fulfilled.

Listed skills include Marketing Research, Public Relations, Corporate Communications, Project Bidding, and 36 others.

Current workplace

Phan Anh's current company

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MBBank
Mbbank
Asset and Wealth Management Advisor | Private Banker
Vietnam
Employees
3558
AeroLeads page
12 roles

Phan Anh work experience

A career timeline built from the work history available for this profile.

Asset And Wealth Management Advisor | Private Banker

Vietnam

Asset & Wealth Management Advisor | Private Banker

Current

Ho Chi Minh City, Vietnam

  • Accessing clients’ financial and wealth requirements, including their personal, family, and business needs, to deliver appropriate solutions that results in effective and favorable outcomes and overall clients’.
  • Proactively developing and implementing asset | wealth management plans and strategies not only to safeguard client’s wealth under risks from different economic and political conditions, but also to optimize capital.
  • Searching and developing partnership with top-tier experts in various fields, including real estate, tax, legal, and immigrant services, both domestically and internationally, to deliver professional and.
  • Banking services (Savings, Loan, Remittances)
  • Protection services (Insurance, Legal, Tax)
  • Wealth services (Gold, Bond, Stock, Real Estate, Private Equity, Commodities)
Apr 2024 - Present

Investment Officer

  • Examined and assessed international and domestic economic situation, as well as market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment.
  • Actively analyzed data and information from enterprises and their financial statements to identify potential investment opportunities.
  • Monitored closely financial press and market trends, opportunities, risks.
  • Networking with analysts and industry professionals to gain data and insights to make a well-informed and effective investment decision.
Jun 2022 - Jul 2023

Investment And Brand Consulting Service

Freelance
  • Consulted clients on financial/branding strategies and advised them with effective wealth and branding management procedure.
  • Conducted market research to gain insights of clients on financial and wealth management, as well as analyzed financial products on the market..
  • Built trust relations with key partners and clients to expand potential client base.
Jan 2020 - Mar 2022

Brand Constultant

Ho Chi Minh City, Vietnam

  • Managed a fashion store to guide employees how to effective sell fashion products tocustomers according to brand values.
  • Developed comprehensive business plan and sales handbook to re-branding the fashionbranch of Cong Tri for young customers.
  • Provided research on customers' insights about fashion in Vietnam.
  • Supported famous designer Cong Tri in managing day-to-day businesses of his threefashionable brand names.
Aug 2018 - Feb 2019

Senior Pr Executive

Hanoi

  • Planned and implemented for internal branding campaigns to assess Employee Value Proposition (EVP) that helps enhance and strengthen brand image among workers and employees, as well as to inspire employees with being.
  • Planned for annual external branding campaigns to differentiate Yamaha image with other competitors.
  • Analyzed and evaluated data internally and externally to understand stakeholders’ needs and wants, as well as monitoring brand values and strengths/weaknesses.
  • Constructed crisis management planning on crucial event to protect brand image.
  • Led workshops as facilitator on brand/branding activities, specifically in inspiring employees to deeply understand and live accordingly to corporate core values and philosophy.
  • Wrote and edited PR articles on products and services in order to communicate effectively with the public.
Mar 2016 - Jul 2018

Assistant For Client Leadership Director - Consumer Insights/ Client Service

Ac Nielsen Vietnam

Hanoi

  • Analyzed corporate and banking clients’ objectives and needs to propose a suitable marketing research methodology that helped win 4 contracts.
  • Conducted desk research on industries, categories, and consumers, to provide insights information for telecommunication corporations.
  • Wrote technical proposal with team and prepare legal documents for bidding process that helped to win 4 projects.
  • Engaged constantly with clients to clarify any miscommunications and ensure works to be delivered according to timeline.
  • Assisted with internal communication project, specifically in writing articles for newsletter of northern region.
Aug 2015 - Feb 2016

Intern

Williamsport, Pennsylvania Area

  • Participated in evaluating real estate and houses’ value before publishing information on local media channel.
  • Conducted marketing research to find suitable clients for specific leasing offices.
  • Trained by State authority to understand real estate laws and how to prepare contract for clients
Jan 2015 - May 2015

Resident Assisstant

Williamsport, Pennsylvania Area

  • Administrated the freshmen floor to promote positive living environment and to maintain order.
  • Counseled residents in resolving personal, academic, and social issues.
  • Managed budget effectively to fund monthly activities on the floor for 25 freshmen residents.
  • Confronted and make decisions in difficult situations while maintaining interpersonal relationships.
Aug 2013 - May 2015

Student Assistant - Dean Of Student

Williamsport, Pennsylvania Area

  • Reviewed financial and fundraisers requests..
  • Managed daily reports and student profiles for the Dean of Student.
  • Performed multitasks between a variety of departments, including the President of School office, Residential Life office, and Student Activities Board.
Aug 2013 - May 2015

Summer Intern

Williamsport, Pennsylvania Area

  • RegScan, INC. is a global compliance regulatory service company with more than 300 corporate clients. The company provides a regulatory research and alert system, which allows clients to access U.S. and international.
  • Identified potential financial benefits of sustainability practices for corporations, especially those in energy sector and natural gas industry.
  • Vetted potential clients on the basis of health, safety, and environment (HSE) for the firm.
  • Screened and reported material changes in regulatory and legislative environment domestically.
May 2014 - Aug 2014

Internship - Hbap Department

Hanoi

  • HSBC Vietnam is a member of HSBC Group, a global financial-banking corporation with its headquarters in London. I interned at HBAP department, which specifically works with international banks in the Asia-Pacific region.
  • Conducted due diligence on external banking relationships and risk analysis.
  • Reviewed domestic customer banks’ financial statement and non-performing loans for system’s data input.
  • Managed daily reports for the CEO and for the State Bank of Vietnam, the national central bank, and other regulatory bodies.
  • Examined the impacts of non-performance loans on Vietnam's economy in 2011-2012, as well as the effectiveness of monetary policies in resolving government debt.
  • Collaborated with a variety of departments including Investor Relations, Credit, and HBVN, which is the domestic bank brand of HSBC.
May 2013 - Aug 2013
3 education records

Phan Anh education

Bachelor'S Degree, Corporate Communication & Business Administration And Management, Finance, 3.8

Activities and Societies: • Omicron Delta Epsilon Economics Honored Society, Sigma Beta Delta Business Honored Society, Dean's List all.

High School, Math - Physic - Chemistry Concentration

Viet Duc High School
FAQ

Frequently asked questions about Phan Anh

Quick answers generated from the profile data available on this page.

What company does Phan Anh work for?

Phan Anh works for MBBank.

What is Phan Anh's role at MBBank?

Phan Anh is listed as Asset and Wealth Management Advisor | Private Banker at MBBank.

What is Phan Anh's email address?

AeroLeads has found 1 work email signal at @yahoo.com.vn for Phan Anh at MBBank.

Where is Phan Anh based?

Phan Anh is based in Vietnam, Viet Nam, Viet Nam while working with MBBank.

What companies has Phan Anh worked for?

Phan Anh has worked for Mbbank, Viet Capital Asset Management, Freelance, Nguyen Cong Tri Co. Ltd, and Yamaha Motor Vietnam.

How can I contact Phan Anh?

You can use AeroLeads to view verified contact signals for Phan Anh at MBBank, including work email, phone, and LinkedIn data when available.

What schools did Phan Anh attend?

Phan Anh holds Bachelor'S Degree, Corporate Communication & Business Administration And Management, Finance, 3.8 from Lycoming College.

What skills is Phan Anh known for?

Phan Anh is listed with skills including Marketing Research, Public Relations, Corporate Communications, Project Bidding, Brand Management, Public Speaking, Business Planning, and Project Management.

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