Denashree Magen Govender
Johannesburg
Summary
Seasoned Private Banker with a solid background in providing high net worth clients with personalized financial services. Possess strong skills in wealth management, portfolio growth strategies, and relationship building. Proven track record of developing new business opportunities and fostering client loyalty. Demonstrated ability to deliver top-level customer service while maintaining strict compliance with banking regulations and standards. I've grown the portfolio by R169M in a single year, exceeding acquisition goals by 200%. My career spans the full client cycle- from strategic client acquisitions and credit structuring to cross-selling, portfolio expansion and retention.
Overview
8
8
years of professional experience
Work History
Private Banker
Investec Private Bank
Johannesburg
10.2022 - Current
- Developed personalized financial strategies for high-net-worth clients.
- Managed client relationships through regular communication and updates
- Facilitated loan applications, ensuring compliance with regulatory standards.
- Collaborated with internal teams to enhance wealth management services.
- Prepared detailed financial reports for client portfolio reviews.
- Educated clients on financial products and investment opportunities available.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
- Customized products and services to meet specific banking requirements.
- Met needs of high net-worth individuals looking to manage assets.
- Identified opportunities to increase customer satisfaction by providing exceptional service.
- Negotiated terms of loan agreements with borrowers in order to maximize profitability for the bank.
- Provided advice on various banking products such as savings accounts, loans, investments, insurance policies and credit cards.
Private Banker
Investec Private Bank
Johannesburg
09.2021 - 10.2022
- Key focus: managing high-net-worth clients' financial needs.
- Internal processes, risk management, and operational support.
- Account management support with account administration.
- Resolved customer inquiries promptly and effectively while adhering to company policies and regulations.
- Developed customized plans for each client based on their individual goals and objectives.
- Conducting due diligence on new and existing clients.
- Liaising with stakeholders.
- Assisting with credit preparation.
- Internal reporting and analytics.
- Managed client relationships to ensure personalized banking services and solutions.
- Coordinated with internal teams to streamline account management processes.
- Collaborated with compliance teams to ensure regulatory adherence in client transactions.
Global Client support Banker UK and SA
Investec Private Bank
Johannesburg
04.2018 - 09.2021
- Assisted clients with account inquiries and transaction processes.
- Managed customer financial records using banking software systems.
- Educated clients on banking products and services available.
- Collaborated with team members to streamline service processes.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Helped customers understand and use mobile applications and online banking.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
Risk Administrator
Investec Private Bank
Johannesburg
09.2017 - 03.2018
- Reviewed risk assessment reports to identify potential financial vulnerabilities.
- Developed compliance documentation following regulatory standards and internal policies.
- Collaborated with cross-functional teams to enhance risk management strategies.
- Analyzed data to prepare comprehensive reports for senior management review.
- Facilitated communication between stakeholders regarding risk-related issues and solutions.
- Maintained records related to all aspects of enterprise risk management activities.
Education
Bachelor of Law Honors - Law
University of South Africa
Johannesburg 04-2018
Skills
- Financial strategy
- Wealth management
- Portfolio analysis
- Client relationship management
- Loan negotiation
- Data analysis
- Risk assessment
- Customer education
- Problem solving
- Negotiation skills
- Team collaboration
- Financial planning
- CRM software
- Goal planning
- Know your customer
- Loan origination
- Portfolio management
- Attaining quotas
- Real estate financing
- Credit analysis
- HNWI expertise
Timeline
Private Banker
Investec Private Bank
10.2022 - Current
Private Banker
Investec Private Bank
09.2021 - 10.2022
Global Client support Banker UK and SA
Investec Private Bank
04.2018 - 09.2021
Risk Administrator
Investec Private Bank
09.2017 - 03.2018
Bachelor of Law Honors - Law
University of South Africa
Similar Profiles
Keamohetsoe LetsieKeamohetsoe Letsie
RE-ID Consultant at Investec Private BankRE-ID Consultant at Investec Private Bank
Kudzanayi GwatidzoKudzanayi Gwatidzo
Private Banker at Investec Private BankPrivate Banker at Investec Private Bank
Laura De BruynLaura De Bruyn
Intern at Investec Private BankIntern at Investec Private Bank
Fanelesibonge MpanzaFanelesibonge Mpanza
Warehouse Supervisor at Coca Cola Beverages South AfricaWarehouse Supervisor at Coca Cola Beverages South Africa
THELMA OLIPHANTTHELMA OLIPHANT
BUSINESS DEVELOPMENT MANAGER at Dark Fibre Africa (Pty) LtdBUSINESS DEVELOPMENT MANAGER at Dark Fibre Africa (Pty) Ltd