Private Bank Analyst

369

Home lending financial analysis
Credit submission management
Customer service and client engagement
At Commonwealth Private, we deliver exceptional personal service and trusted advice to high-net-worth individuals who intend to invest or borrow at least AU$2.5 million

Job Summary

  • At Commonwealth Private, we deliver exceptional personal service and trusted advice to high-net-worth individuals who intend to invest or borrow at least AU$2.5 million.
  • As a Private Bank Credit Analyst, you will support Private Bankers by undertaking financial analysis and managing home lending credit submissions to ensure timely decisions and funding.
  • The role focuses on quality credit management, minimizing credit and operational losses, and providing exceptional customer service and client communication.

Matching Summary

At Commonwealth Private, we deliver exceptional personal service and trusted advice to high-net-worth individuals who intend to invest or borrow at least AU$2.5 million.

Skills & Requirements

Must-have

  • Home Lending financial analysis
  • Credit submission management
  • Customer service and client engagement
  • Risk assessment for lending
  • MS Excel financial modelling

Nice-to-have

  • Strategic advice and investment expertise
  • Credit policy framework knowledge
  • Audit and credit assurance experience

Key Requirements

  • Minimum 2 years Home Lending experience
  • Credit analysis training and deal structuring experience
  • Tertiary qualifications in business-related discipline

Work Rights

Not specified

Tailored Resume

Cover Letter