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shanshan WU

Work experience

Feb 2016Present

Carnbrea & Co. - Boutique wealth advisory HNW 

Associate - Advisory Services

LINK OF WEBSITE

  • Facilitating fund establishment process, including startup superfund (30M) and ethical fund (30M).
  • Capital raising packs(20) and marketing strategy preparation
  • Para-planning; assist senior adviser with strategic asset allocation, trade execution, Statement of Advice/ Investment recommendation preparation
  • Responsible for client investment research and reporting()
  • Due diligence for new products (property deals, PE, managed funds etc)
  • Working knowledge with different reporting and investment platforms and trading software e.g. Xplan, Preamium, Powerwrap etc
  • Provide holistic client services and relationship management

Other responsibilities:

  • Developed all marketing brochures, flyers and website design and management.
  • Editor of in-house quarterly investment report (>200 clients)
  • Reviewed and reconfirgurd investment related templates( )
  • Attend government SIV updating scheme and explain to more than 5 potential clients. Facilitated two SIV clients investment transfer
  • Drafted compliance policies and investment strategy documents for an industry super fund (480M).
May 2015Dec 2015

Kristy Pan & Co.
  • Create customized spreadsheets for recording client's BAS figures, annual tax returns and wages; provided with a clear worksheets. 
  • Good knowledge of federal tax regulations; address new tax laws and legislation to ensure return accuracy.
  • Effective in maintaining good customer relations, clients administration and being patient, can understand client's needs quickly.
  • Practical experience of handling multiple tasks,  working under pressure.
Nov2012 Mar 2013

Trainee at Department of Operation

Development Bank of Singapore
  • Assist with the process of Letter of Credit and mortgage .

Education

20172018

Master of Banking & Finance

Monash University
20112014

Bachelor of Commerce - Accounting/Finance

The University of Melbourne

Skills and certifications

Passed CFA Level I in Dec 2016, will participate CFA Level II in Jun 2018;  Proficient in Microsoft Office, Adobe InDesign

Gained Citibank Young Talent Certificate, Hangzhou, China