Job Summary

• Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals.
• The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
• Core duties include fulfilment of loan applications, coordination of client loan facilities, money market transactions, and maintaining client records.

Matching Summary

Skills & Requirements

Key Requirements

• Demonstrated customer service experience
• Consumer or Commercial product knowledge
• Strong understanding of CommSee system
• Excellent communication skills
• Excellent planning and organization skills
• Strong attention to detail and accuracy
• FSRA Tier 2 Accreditation

Work Rights