Private Bank Analyst

Bonneville Bank

Sydney, AU
Commercial lending experience
Financial analysis and modelling
Client communication and engagement
Support Private Bankers to provide exceptional service to high net worth clients through value-add solutions

Job Summary

  • Support Private Bankers to provide exceptional service to high net worth clients through value-add solutions.
  • Undertake financial analysis and assess risks/opportunities on commercial lending submissions and credit increases.
  • Deliver exceptional customer service and client communication to support credit submission requests.

Matching Summary

Support Private Bankers to provide exceptional service to high net worth clients through value-add solutions.

Skills & Requirements

Must-have

  • Commercial lending experience
  • Financial analysis and modelling
  • Client communication and engagement
  • Credit submission and annual reviews
  • Risk assessment for lending

Nice-to-have

  • Deal structuring support
  • Business related tertiary qualifications
  • Superior research capabilities
  • Innovative investment opportunities

Key Requirements

  • Commercial lending experience
  • Credit analysis training
  • MS Excel skills
  • Tertiary qualifications in business discipline (desirable)

Work Rights

Not specified

Tailored Resume

Cover Letter