Phan Anh Email and Phone Number
Phan Anh work email
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Phan Anh personal email
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.
Mbbank
View- Website:
- careers.mbbank.com.vn
- Employees:
- 3558
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Asset And Wealth Management Advisor | Private BankerMbbankVietnam -
Asset & Wealth Management Advisor | Private BankerMbbank Apr 2024 - PresentHo 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’ well-being. • 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 structure and return on investment (ROI) accordingly. • 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 comprehensively solutions that resolve a particular issue promptly.Myself and my partners’ fields of expertise • Banking services (Savings, Loan, Remittances)• Protection services (Insurance, Legal, Tax)• Wealth services (Gold, Bond, Stock, Real Estate, Private Equity, Commodities) • Lifestyle services (Medical, Education, Immigration) • Legacy services (Inheritance, Charity, Offshore Trusts) -
Investment OfficerViet Capital Asset Management Jun 2022 - Jul 2023• 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 strategies.• 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. -
Investment And Brand Consulting ServiceFreelance Jan 2020 - Mar 2022• 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.
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Brand ConstultantNguyen Cong Tri Co. Ltd Aug 2018 - Feb 2019Ho 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. -
Senior Pr ExecutiveYamaha Motor Vietnam Mar 2016 - Jul 2018Hanoi• 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 company's brand ambassador. • 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. -
Assistant For Client Leadership Director - Consumer Insights/ Client ServiceAc Nielsen Vietnam Aug 2015 - Feb 2016Hanoi• 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.
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InternWeichert Realtors Jan 2015 - May 2015Williamsport, 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 -
Resident AssisstantLycoming College Aug 2013 - May 2015Williamsport, 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. -
Student Assistant - Dean Of StudentLycoming College Aug 2013 - May 2015Williamsport, 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. -
Summer InternRegscan, Inc. May 2014 - Aug 2014Williamsport, Pennsylvania AreaRegScan, 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 data, and customize legal registers and audit protocols.• 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. -
Internship - Hbap DepartmentHsbc May 2013 - Aug 2013HanoiHSBC 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.
Phan Anh Skills
Phan Anh Education Details
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3.8 -
Business -
Viet Duc High SchoolMath - Physic - Chemistry Concentration
Frequently Asked Questions about Phan Anh
What company does Phan Anh work for?
Phan Anh works for Mbbank
What is Phan Anh's role at the current company?
Phan Anh's current role is Asset and Wealth Management Advisor | Private Banker.
What is Phan Anh's email address?
Phan Anh's email address is ba****@****.com.vn
What schools did Phan Anh attend?
Phan Anh attended Lycoming College, University Of Westminster, Viet Duc High School.
What are some of Phan Anh's interests?
Phan Anh has interest in Politics, Education, Economic Empowerment.
What skills is Phan Anh known for?
Phan Anh has skills like Marketing Research, Public Relations, Corporate Communications, Project Bidding, Brand Management, Public Speaking, Business Planning, Project Management, Internal Communications, Leadership, Data Analysis, Event Planning.
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