Sonya Brocklehurst

Strong networking and relationship management skills.

Well networked with rain makers e.g. solicitors, accountants, real estate agents, brokers, and various other professionals.

Knowledgeable in Banking, Finance, Accountancy, Law, Investment Management, and a full understanding of Financial Service related products and their interface with Private Bank.

Over 20 years experience in banking, finance and investment markets, with LGT Crestone in Adelaide, NAB Private in Adelaide, and 10 years with ANZ in New Zealand where I spent 3 years working in the Commercial and Corporate divisions assisting medium to large businesses with their debt structuring, and 7 years in ANZ Private assisting high net-worth clients with their investment, lending, and foreign currency requirements.

Founder of “Ladies That Lunch” – a diverse group of over 150 women, spanning various ages and backgrounds, who gather to support one another in both personal and professional aspects, all while relishing social connections.

Treasurer on the Governing Council for Marryatville Primary School

Treasurer on the Eastwood Community Centre Board

Fundraising Committee Member for The Mill Former

Founding member of the W-Initiative established to empower women leaders in business in New Zealand.

Former Member of the Corporate Mothers Network, where like-minded women meet to connect, motivate each other, and keep abreast of business and corporate developments.

Expertise in driving a high-profile team to achieve goals, an eager coach and people developer, above all, a leader of people who can make a difference.

Responsible for managing and growing a portfolio of 130 international and local high net worth clients who combined had over $140 million in investments, commercial lending and residential lending.

An enthusiastic, positive person who has a passion for providing top quality customer service and going the extra mile for the customer.

• Conscientious, enthusiastic and highly motivated
• Trustworthy and hardworking, with a sound work ethic
• Confident with a positive personality

• Founder, Maven SA, 07/01/23, current, “Ladies That Lunch” - A diverse group of women, spanning various ages and backgrounds, who gather to support one another in both personal and professional aspects while enjoying a social catch up.
• Partner, Investment Adviser, LGT Crestone, 04/01/21, 07/01/23, Provide tailored financial advice to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations. Construct, review and administer client portfolios Create, maintain, and leverage new and existing referral networks and develop referrals through client recommendations. Exceptional client relationship skills and rapport-building capabilities. High standards for compliance and ethical business practises. Sound knowledge of financial markets, products, and regulatory frameworks. Comply with all regulatory requirements and industry standards, ensuring ethical conduct and the highest level of professionalism.
• Senior Private Client Manager, NAB Australia, 02/01/19, current, Actively developed, managed, retained and grew profitable banking and lending relationships with high net worth clients and prospects, including business owners, entrepreneurs, family offices, executives and professionals. Proactively identifying referral opportunities for other departments within the Bank to grow share of wallet and further enhance the Banking Relationship with the clients including referrals to the Global Investment Desk, JB Were, Markets and MEDFIN team. In-depth understanding of the credit risks associated with personal and business lending to high net worth clients; solid understanding and adherence to risk management policies/procedures; demonstrated ability to conservatively and appropriately manage the risks of the loan portfolio while meeting the needs of the customer and the Bank.
• Private Client Manager, NAB Adelaide, 10/01/17, 02/01/19, The same responsibilities as above however with lower annual targets and looking after clients with slightly lower net-worth.
• Senior Private Banker, ANZ - New Zealand, 12/01/15, 04/01/17, Experienced leader who drove a high-profile team to achieve customer and financial goals, an eager coach and people developer, above all, a leader of people who can make a difference to the overall business. Grew the Bank's share of wallet, improved client engagement, attracted new to bank clients, and improved the capability of my staff members by sharing knowledge and providing team support to ensure delivery of the Bank's sales growth and achieve revenue targets. Responsible for managing and growing a portfolio of 160 international and local high net worth clients who combined had over $140 million in commercial lending, residential lending, and investments with the Bank. Recommend, implement and manage business strategies in conjunction with the Regional Manager to ensure profitability and growth through maximising revenues and minimising operating costs.
• Private Banker, ANZ - New Zealand, 05/01/10, 12/01/15, Collaborate with the commercial, business, healthcare, property finance, and treasury departments to add value to the overall customer relationship and help build long-term relationships with internal and external customers. Gain a thorough understanding of each customer's complex financial requirements to provide advice on appropriate investment strategies, products and services to meet these. A focus on sales, retention and delivering the client value proposition to meet customer needs. Large network of influencers/key contacts both within and external to the Bank providing a great source of new customer referrals and assistance with my customers when they need lawyers, accountants, real estate agents. Training of Associates to provide the skills necessary to become a Private Banker.
• Commercial Relationship Manager, ANZ - New Zealand, 07/01/08, 05/01/10, Ongoing management and review of 50 customer portfolios to identify opportunities, propose solutions, and manage adverse trends in a timely manner. Working with the customer to structure and submit/approve credit applications ensuring that both the needs of the Bank and customer are satisfied. Sound knowledge of National Bank systems, products, documentation, structuring of security arrangements and a demonstrated sales/marketing ability Training/mentoring of Assistant Managers to provide the necessary skills to become a high performing Relationship Manager.
• Corporate Assistant Manager, ANZ - New Zealand, 10/01/06, 07/01/08, Regular review of customer portfolios to identify opportunities and discuss solutions, supporting the Relationship Manager to build customer relations and enhance corporate revenue streams. Analysis of financial information and application of modeling skills for preparation of credit memorandums, debt/funding applications – with a focus on cashflow/security position of both existing and new to bank customers. Deals included funding for retirement village developments, acquisitions for established businesses, start ups and syndications. Managing a small portfolio of customers with credit discretion to build relationship management skills, interviewing customers and identifying initiatives independently. Decision making with regards to day-to-day risk and compliance management of customer accounts within delegated/approved discretion, direct communication with Credit/Risk Management. Liaising directly with product partners and internal support teams (Markets, Leverage Finance, Legal Services, support teams). Responsible for staff training and participation in focus groups to create efficiencies and internal business solutions.
• Institutional Client Reporting Analyst, JP Morgan Asset Management, 04/01/04, 04/01/06, End-to-end client reporting for approximately 35 clients Producing Monthly & Quarterly performance reporting Collating accounting reports and client meeting update materials Completing daily and weekly reporting for all segregated institutional clients in the UK, Australia and Europe Completing one-off queries/requests generated by clients Liaising with Audit, custodians, consultants and other internal sources
• Fund Controller, Gartmore, 09/01/03, 03/01/04, Cash Management and Client Reporting for approximately 30 Clients Acting as the main point of contact between the Fund Managers/Client Services and Investment Administration Involved cash and stock reconciliations, instructing cash payments, completing fee advices, monitoring current and projected cash balances and completing materiality checks Updating Smartstream and Paladign Ensuring service levels between Front Office and Investment Administration are maintained.
• Senior Funds Administrator, JP Morgan Investor Services, 04/01/00, 04/01/03, Accurate and timely verification and processing of all client requests (e.g. move cash) into the registry system Responsible for the processing of all distributions and disbursements and co-ordination of month end processes Liaising with both internal and external clients to resolve issues and support the supervisor in ensuring adherence to established service levels is also an integral part of the role