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 credit management to minimize credit and 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
Client communication and engagement
Financial modelling in MS Excel
Credit risk assessment
Nice-to-have
Customer-facing sales experience
Strategic advice and investment knowledge
Credit policy framework investigation
Key Requirements
Minimum 2 years Home Lending experience
Credit analysis training and deal structuring experience
Tertiary qualifications in business-related discipline (desirable)