Shanece Soobramoney
Senior Private Wealth Client Services Associate
Johannesburg
Summary
Dynamic professional eager to leverage my extensive industry expertise within a challenging and demanding environment. Dedicated to surpassing expectations through high-level service, collaboration, contributing significantly, while demonstrating proficiency and conscientiousness in independently to achieving objectives precisely & timeous. My innate talent for engaging effectively with high net-worth clients, intermediaries, and portfolio managers in high-pressure situations. Committed to contributing to organizational success at every opportunity presented.
Overview
15
15
years of professional experience
Work History
Senior Private Wealth Client Services Associate
Sanlam Private Wealth
11.2020 - Current
- Supported four Portfolio Managers and Wealth Managers in the management of high-net-worth client portfolios.
- Managed the end-to-end execution of local and offshore investment transactions, including offshore bond trades, corporate actions, private placements, account transfers, and share transfers.
- Served as the primary liaison between clients, product providers, platform providers, custodians, service providers, intermediaries, and external investment managers, ensuring efficient transaction processing and issue resolution.
- Prepared client reports, investment proposals, portfolio reviews, and presentations to support client engagement and investment decision-making.
- Performed quality assurance on client onboarding, trade allocations, and investment documentation, ensuring compliance with regulatory and internal standards.
- Monitored compliance reports, maintained accurate portfolio data, updated NAVs and cost prices within the Evolution system, and compiled monthly management fee reports.
- Conducted research on local and offshore investment products, including equities, bonds, money market funds, and unit trusts, to support portfolio management.
- Assisted with portfolio modelling, investment strategy reviews, and ongoing enhancements to investment platforms and operational processes.
- Leveraged AI tools to streamline administrative tasks, improve document preparation, enhance reporting accuracy, automate routine workflows, and increase overall operational efficiency.
- Built and maintained strong relationships with clients, financial product providers, custodians, service providers, and internal stakeholders, delivering a high standard of client service.
- Trained and mentored Portfolio Manager Assistants while supporting operational excellence across the private wealth team.
Senior Private Wealth Paraplanner
Standard Bank | Private & Business Investments
01.2018 - 10.2020
- Supported five Senior Wealth Managers in delivering comprehensive financial planning and wealth management solutions.
- Prepared holistic financial plans aligned with clients' financial objectives, investment strategies, and risk profiles.
- Managed client reviews, prepared meeting documentation, and attended client meetings to provide ongoing planning support.
- Coordinated Wealth Manager diaries, client appointments, and engagements to optimize productivity and service delivery.
- Acted as the primary liaison with Standard Bank Business & Private Bankers, Executors & Trustees, SBG Securities, Standard Bank Offshore, and external product providers.
- Built and maintained strong relationships with product providers including Liberty, Stanlib, Momentum, Hollard, Alexander Forbes, and PPS to facilitate efficient service delivery and product implementation.
- Prepared and processed investment, life insurance, retirement, and estate planning applications, ensuring accuracy and regulatory compliance.
- Managed Section 14 and Section 37 retirement fund transfers, withdrawals, and related client administration.
- Obtained product quotations and conducted product comparisons to support suitable financial planning recommendations.
- Maintained accurate client records, financial documentation, and case files while ensuring compliance with regulatory and internal requirements.
- Leveraged BDS, Customer1st, and AI-powered tools to improve document preparation, research, workflow efficiency, and client service.
- Delivered proactive client communication, follow-ups, and stakeholder engagement, ensuring an exceptional client experience throughout the advice process.
Investment & Wealth Management Support Specialist
Standard Bank | Private & Business Investments
01.2016 - 01.2018
- Supported three Senior Wealth Managers and two Investment Managers
- Coordinated client appointments, enhancing both Wealth Planners' schedules for improved client engagement.
- Streamlined diary management for Wealth Planners, facilitating effective time allocation.
- Ensured timely submission of new business documents to compliance, adhering to strict deadlines.
- Conducted essential client meetings to maintain high service standards.
- Maintained direct liaison with Standard Bank Executors, Trustees, and SBG Securities for seamless operations.
- Liaised directly with Standard Bank Executors, Trustees, and SBG Securities to ensure smooth operational processes.
- Developed strong relationships with internal departments to facilitate cross-functional collaboration on key initiatives driven by senior leaders.
- Cultivated relationships with internal departments to support cross-functional collaboration on senior leader initiatives.
Operations Manager
Table Charm Direct
10.2013 - 12.2015
- Managed store accounts for 6 African countries
- Developed and maintained relationships with external vendors and suppliers.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Analyzed and reported on key performance metrics to senior management.
- Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
- Facilitated smooth collaboration between departments through clear communication channels.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
Executive Assistant to Chief Executive Officer
Enerlogy (Pty) Ltd
12.2011 - 09.2013
- Coordinated complex travel logistics, ensuring seamless business trips for the CEO
- Streamlined document management and data entry, enhancing office efficiency
- Managed executive calendar scheduling, optimizing executive scheduling
- Coordinated complex travel logistics, facilitating seamless business trips that supported executive objectives.
- Coordinated high-level communications between CEO and internal/external stakeholders.
- Ensured timely completion of action items by tracking progress and following up on delegated tasks from the CEO.
- Processed travel expenses and reimbursements for executive team and senior management group.
Education
Bachelor of Commerce - Economic And Management Sciences
Milpark Business School
Cape Town01.2029
Higher Certificate - Education
University of South Africa
Johannesburg06.2018
Skills
Executive & Administrative Support
Private Wealth & Client Relationship Management
Office & Diary Management
Financial Planning & Investment Administration
Quantitative Analysis & Problem Solving
Strong Attention to Detail & Accuracy
Regulatory Compliance & Quality Assurance
Customer Service Excellence
Stakeholder & Relationship Management
Process Improvement & Operational Efficiency
Adaptability in Fast-Paced Environments
Proactive & Results-Driven
AI-Enabled Productivity & Workflow Optimization
Data entry proficiency
Microsoft Office Suite & Financial Systems (Evolution, BDS, Customer1st)
EXTRA-CURRICULAR ACTIVITIES
SANLAM INVESTMENT GROUP YOUNG PROFESSIONAL COMMITTEE Chairperson & Head of finance Cross-functional collaboration within Sanlam Investments Transformation of the Young professionals Young professionals funding and support SANLAM INVESTMENT GROUP YOUNG PROFESSIONAL COMMITTEE Chairperson & Head of finance Cross-functional collaboration within Sanlam Investments Transformation of the Young professionals Young professionals funding and support
Timeline
Senior Private Wealth Client Services Associate
Sanlam Private Wealth
11.2020 - Current
Senior Private Wealth Paraplanner
Standard Bank | Private & Business Investments
01.2018 - 10.2020
Investment & Wealth Management Support Specialist
Standard Bank | Private & Business Investments
01.2016 - 01.2018
Operations Manager
Table Charm Direct
10.2013 - 12.2015
Executive Assistant to Chief Executive Officer
Enerlogy (Pty) Ltd
12.2011 - 09.2013
Bachelor of Commerce - Economic And Management Sciences
Milpark Business School
Higher Certificate - Education
University of South Africa