Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million
Job Summary
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million.
The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
To be successful you will be passionate about customer service, ensuring a superior overall level of service is delivered to your valued clients.
Matching Summary
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million.
Skills & Requirements
Must-have
High net worth client service
Loan application fulfilment
Money market transactions
Client record maintenance
Digital capabilities education
Nice-to-have
Passion for customer service
Positive NPS lift
Pro-active service review
Key Requirements
Demonstrated customer service experience in banking/lending