Associate Private Banker

Thebeverlybank

High net worth individuals
Loan applications
Money market transactions
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million

Job Summary

  • Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million.
  • The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
  • We are keen to support you with the next step in your career.

Matching Summary

Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million.

Skills & Requirements

Must-have

  • high net worth individuals
  • loan applications
  • money market transactions
  • client records maintenance
  • credit applications fulfilment
  • portfolio workflow management
  • digital capabilities education

Nice-to-have

  • outstanding personal service
  • trusted advice
  • superior research capabilities
  • extensive resources
  • achieve best possible outcome
  • positive lift in NPS results

Key Requirements

  • AU$2.5million investment/borrowing
  • Banking/lending customer service experience
  • Consumer or Commercial product knowledge
  • CommSee system understanding
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter