KPMG China

Senior Associate

HSBC

Business Analyst - Global Banking & Markets

Business Development Associate - WPB

MASECO Private Wealth

Responsibilities include, but not limited to:
•	Assist the wealth managers by preparing performance reports and rebalance sheets ahead of client meetings. 
•	Support the wealth planning team by delivering financial planning assistance to select wealth managers throughout the client on-boarding process and maintain on-going client relationships.
•	Improving the efficiency of client investment scorecard reporting 
•	Operational support regarding clients accounts.  
•	Attend client meetings and support the advisor during the sales or review process.

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Brandon Bellamin's Linkedin Analytics

Brandon Bellamin

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Brandon Bellamin

Want to drive more opportunities from LinkedIn?

Brandon Bellamin's Linkedin Analytics