Private Bank Analyst

Commonwealth Private

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 assessing risks/opportunities for new and existing Home Lending submissions.
  • The role involves delivering exceptional customer service, preparing credit correspondence, and ensuring quality and credit management to minimize operational losses.

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 portfolios
  • MS Excel financial modelling

Nice-to-have

  • Negotiation skills for loan applications
  • 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 desirable

Work Rights

Not specified

Tailored Resume

Cover Letter