Private Bank Analyst

2 months ago

Sydney, Australia Commonwealth Bank of Australia Full time

Private Bank Analyst - Sydney

**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$2.5million. 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 capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising 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**, your role 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 assessing the risks associated with increases in client credit.

More specifically, you will:

- Complete credit submissions to ensure the timely delivery of decisions, documentation and funding to the client and the accuracy of information
- 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 in order to effectively meet their need
- Prepare concise and well-reasoned credit correspondence
- Focus on quality, credit management and the minimising of credit and operational losses
- Audit and review team files to meet credit assurance standards
- **Due to some exciting internal promotion/development moves, please note that we have multiple opportunities available to join our NSW Analyst team.**

**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 analyse 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)

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Advertising End Date: 25/10/2024

Job ID REQ221535

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