Private Bank Analyst
Vor 6 Tagen
Private Bank Analyst - Sydney
Commonwealth Bank of Australia, Sydney, Australia
About us
Commonwealth Private
strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5 million.
Our breadth of experience allows us to offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, enabling us to help our clients achieve the best possible outcomes.
We have Private Bankers and Private Wealth Managers specializing in banking, lending, strategic advice, investments, and insurance located right across Australia.
Our vision is to be the private bank successful Australians recommend.
About the role
As a
Private Bank Analyst , you will be part of the team of Private Bank Analysts supporting our Private Bankers through value-add solutions.
Your core duties will involve undertaking financial analysis and assessing the risks/opportunities on new and existing consumer lending submissions, as well as evaluating the risks associated with increases in client credit.
More specifically, you will:
Write, negotiate and manage consumer credit applications for new and existing clients
Complete credit submissions to ensure the timely delivery of decisions, documentation, and funding to the client, and the accuracy of information
Apply analytical skills to business problems and effectively communicate outcomes and recommendations
Deliver exceptional customer service, client communication, and engagement to support credit submission requests
Undertake detailed analysis of client and industry-specific information focusing on the key financial drivers of each client to effectively meet their needs
Prepare concise and well-reasoned credit correspondence
Focus on quality, credit management, and minimizing credit and operational losses
Audit and review team files to meet credit assurance standards
Investigate credit policy framework and changes to support credit submission applications
To be successful, you will have:
Credit analysis training and demonstrated experience with the ability to support deal structuring
Ability to read and interpret complex financial statements
Advanced MS Excel skills and experience in performing financial analysis/modelling
The ability to quickly grasp consumer lending transactions and analyze the benefits of the idea of specific client circumstances
Tertiary qualifications in a business-related discipline e.g.
Banking, Commerce (desirable)
Sales, customer service, or relationship management experience in Accounting, Finance, or Banking-related role (desirable)
#J-18808-Ljbffr
-
Private Bank Analyst
vor 1 Woche
Sydney, Österreich Commonwealth Bank VollzeitAbout us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million.Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...
-
Private Bank Analyst
vor 1 Woche
Sydney, Österreich Commonwealth Bank VollzeitAbout us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...
-
Private Bank Analyst
vor 1 Woche
Sydney, Österreich Commonwealth Bank VollzeitAbout usCommonwealth Privatestrives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million.Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...
-
Private Bank Analyst
vor 1 Woche
Sydney, Österreich Efinancialcareers Ltd. VollzeitPrivate Bank Analyst - Sydney Commonwealth Bank of Australia, Sydney, Australia About usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5 million. Our breadth of experience allows us to offer clients a...
-
Private Bank Analyst
vor 1 Woche
Sydney, Österreich Efinancialcareers Ltd. VollzeitPrivate Bank Analyst - Sydney Commonwealth Bank of Australia, Sydney, Australia About us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5 million. Our breadth of experience allows us to offer clients a...
-
Private Bank Analyst
Vor 5 Tagen
Sydney, Österreich Tideri Jobbörse VollzeitPrivate Bank Analyst - Sydney Commonwealth Bank of Australia, Sydney, Australia About us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5 million.Our breadth of experience allows us to offer clients a...
-
Private Bank Analyst
vor 1 Woche
Sydney, Österreich Tideri Jobbörse VollzeitPrivate Bank Analyst - Sydney Commonwealth Bank of Australia, Sydney, Australia About usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5 million.Our breadth of experience allows us to offer clients a...
-
Director Private Bank
vor 3 Wochen
Sydney, Österreich Commonwealth Bank VollzeitThis is a Director Private Bank role with one of the leading companies in AU right now 🔥 -- Commonwealth Bank -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.More About the Role at Commonwealth Bank 🧐🧐About the opportunity Due to ongoing success and growth, we are seeking...
-
Associate Director
vor 3 Wochen
Sydney, Österreich Commonwealth Bank VollzeitThis is a Associate Director - Private Bank role with one of the leading companies in AU right now 🔥 -- Commonwealth Bank -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.More About the Role at Commonwealth Bank 🧐🧐Commonwealth Private strives to provide outstanding personal service...
-
Associate Director
vor 3 Wochen
Sydney, Österreich Commonwealth Bank VollzeitThis is a Associate Director - Private Bank role with one of the leading companies in AU right now 🔥 -- Commonwealth Bank -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.More About the Role at Commonwealth Bank 🧐🧐About the opportunity Due to ongoing success and growth, we are...
-
Associate Director
vor 3 Wochen
Sydney, Österreich Commonwealth Bank VollzeitCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities. We are backed by superior research...
-
Associate Director
vor 2 Wochen
Sydney, Österreich Commonwealth Bank Of Australia VollzeitAssociate Director - Private Bank Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market-leading products and innovative investment opportunities. We are backed...
-
Associate Director
vor 2 Wochen
Sydney, Österreich Commonwealth Bank Of Australia VollzeitAssociate Director - Private BankCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals. Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market-leading products and innovative investment opportunities.We are backed...
-
Investment Management Operations Analyst
vor 3 Wochen
Sydney, Österreich Commonwealth Bank VollzeitAbout us 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$2.5 million.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment...
-
Investment Management Operations Analyst
vor 3 Wochen
Sydney, Österreich Commonwealth Bank VollzeitAbout usCommonwealth Privatestrives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5 million.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment...
-
Private Credit Investment Analyst
vor 1 Woche
Sydney, Österreich Platinum Pacific Partners VollzeitMulti asset Australian alternatives fund with over $1bn under management in private credit High pedigree investment team, seeking new talent due to growth and success during 2024 Corporate private debt strategy Platinum Pacific Partners is looking for Private Credit Analysts with corporate coverage.Our client is a market leading Australian fund manager with...
-
Associate Director
vor 2 Wochen
Sydney, Österreich Commonwealth Bank VollzeitTo empower our people and the communities in which we work and making sustainable, transparent and balanced business decisions.Finance and accountingFull-timeOffice | Sydney, NSW, AustraliaSenior · A role for someone with advanced knowledge and skills. May involve mentoring, leading others or specialisation. Typically at least 5 years of experience.We...
-
Director Private Bank
vor 2 Wochen
Sydney, Österreich Commonwealth Bank Of Australia VollzeitTo empower our people and the communities in which we work and making sustainable, transparent and balanced business decisions.Finance and accountingFull-timeOffice | Sydney, NSW, AustraliaMid Level · A role for someone with some well-developed knowledge and skills they can bring to the role and team. Typically within 2-5 years of experience.We really love...
-
Associate Director
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitAssociate Director - Private Bank Commonwealth Bank of Australia, Sydney, Australia Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market-leading products and...
-
Associate Director
vor 2 Wochen
Sydney, Österreich Efinancialcareers Ltd. VollzeitAssociate Director - Private Bank Commonwealth Bank of Australia, Sydney, AustraliaCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market-leading products and...