Private Bank Analyst

Commonwealth Private

Home lending credit analysis
Financial analysis and modelling
Client communication and 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 relating to Home Lending including assessing risks and opportunities for lending submissions.
  • The role involves delivering exceptional customer service, preparing credit correspondence, and ensuring quality and compliance with credit management standards.

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 credit analysis
  • Financial analysis and modelling
  • Client communication and engagement
  • Credit submission management
  • Risk assessment for lending portfolios

Nice-to-have

  • Customer-facing sales experience
  • Credit policy framework knowledge
  • Audit and credit assurance skills
  • Negotiation of loan applications

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter