Reenabye KOOSHNA
Quatre Bornes
Summary
Accomplished professional with expertise in client relationship management and securities trading. Demonstrates a strong client service orientation, backed by extensive product knowledge and market research capabilities. Skilled in due diligence reporting, ensuring comprehensive analysis and informed decision-making. Committed to leveraging these competencies to drive business growth and enhance client satisfaction.
Overview
12
12
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work history
Wealth Relationship Manager
Bank One Ltd
2024.10 - 2026.04
- Manage a portfolio of high-net-worth and affluent clients, acting as primary point of contact for all wealth management needs.
- Build and maintain long-term client relationships by understanding financial goals, risk tolerance, and investment horizons.
- Advise clients on diversified investment strategies across equities, fixed income, and funds.
- Monitor client portfolios and recommend adjustments in line with market conditions and performance objectives.
- Drive asset growth by acquiring new clients and expanding existing relationships.
- Communicate market insights, investment opportunities, and risk factors to clients.
- Collaborate with internal teams and ensure timely execution of transactions, client requests, and regulatory documentation.
Senior Investment Officer
Devere Investment Ltd
2022.11 - 2024.01
- Profiling of client investment needs and wealth management.
- Provide advice to clients on investment decisions, balancing client’s investment objectives and their risk profile, and how to preserve value.
- Be responsible for signing off new business applications and dealing instructions.
- Evaluate the performance of the client’s portfolio against benchmarks and clients objectives.
- Participate in investment committee meetings, contributing to discussions and decision-making processes.
- Establish professional relationships and liaise with internal and external stakeholders.
- Provide leadership to a team of investment analysts.
- Provide assistance to the team for designing and updating processes and procedures for the investment advisory operation works.
Investment Executive
MCB Private Banking and Wealth Management
2018.09 - 2022.11
- Act as single point of contact for HNW clients to execute all trade orders on financial markets.
- Conduct trade orders reconciliation with brokers.
- Attend to client’s queries relating to trade execution, settlement, corporate action and reporting.
- Perform portfolio analysis for credit facilities purposes.
- Liaise with external local and international brokers, custodians and other investment counterparties.
- Knowledge sharing sessions to relationship mangers and HNW clients.
- Support customers in choosing the appropriate investment product according to their needs & risk profile.
- Assist in the review internal policies and procedures relating to compliance, risk and regulatory requirements.
KYC/AML-Analyst
Deutsche Bank (Mauritius) Limited
2017.06 - 2018.08
- Perform due diligence of new and existing clients covering a wide range of different client types.
- Performs sanction, negative media and screening of client relationships.
- Investigates and analyses output to identify matches and adverse media alerts that require escalation to the line of business.
- Perform the risk assessment of the Client to be adopted/reviewed.
- Carry out gap analysis on existing files to identify problem areas and risks associated with processes and make recommendations to improve the quality of the files.
- MIS Management – support KYC aspects of regular and ad hoc MIS reporting/analysis.
- Support ad-hoc tasks and projects such as remediation.
Officer
SBM Mauritius Asset Managers Ltd
2014.07 - 2017.05
- Foreign Trade Executions & Settlements
- Maintaining of registries for foreign funds
- Processing and maintenance of local fund applications and redemptions
- On-boarding process of new clients and intermediaries
- Perform ongoing customer due diligence
- Act as Liaison Officer for AML/CFT matters
- Client Reporting - Investment updates and other corporate action advices
- Attend to client’s queries and walk-in clients
- Prepare daily and monthly reconciliations reports
Education
BSc - Banking and Finance
University of Mauritius
2010.01 - 2013.01
Skills
- Client Relationship Management
- Client service oriented
- Securities trading
- Market research and analysis
- Extensive product knowledge
- Due diligence reporting
Certification
- Representative of Investment Advisor (Unrestricted) Licence at MCB
- Chartered Institute of Securities and Investment (CISI) – Level 4
- Certificate in Aligning Teams for Exceptional Customer Experience
- Certificate in Fighting Financial Crime and AML Mauritius
- Certificate in Introduction to ESG
- Certificate in Masterclass Portfolio Management
- Certificate in Wealth Management
- Certificate in Anti Money Laundering and Combating Financing Terrorism
Timeline
Wealth Relationship Manager
Bank One Ltd
2024.10 - 2026.04
Senior Investment Officer
Devere Investment Ltd
2022.11 - 2024.01
Investment Executive
MCB Private Banking and Wealth Management
2018.09 - 2022.11
KYC/AML-Analyst
Deutsche Bank (Mauritius) Limited
2017.06 - 2018.08
Officer
SBM Mauritius Asset Managers Ltd
2014.07 - 2017.05
BSc - Banking and Finance
University of Mauritius
2010.01 - 2013.01