Financial Services Expert for High Net Worth Clients

2 weeks ago

Sydney, New South Wales, Australia ANZ Full time
About ANZ Private

We cater to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and preserve their assets.

Role Overview

As a Lending Specialist in Private Bank, you'll play a key role in providing our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and concerns and their financial situation.

Main Responsibilities
  • Undertake high quality financial analysis and liaise closely with Frontline, Operations, Credit CAD holders and other stakeholders to ensure a timely turnaround of Client requests via preparation of a clear, concise and complete credit application.
  • Credit applications involve financial analysis of complex corporate structures of company, trusts & individuals as well as deal structuring to support clients personal & investment needs.
  • Support various lending product initiatives, lending projects and have inputs into lending team capabilities or upskilling.
Key Accountabilities
  • Capture the heart of Customer by delivering exceptional client experience and satisfaction related to lending needs and solutions on an end-to-end basis.
  • People - Collaborate seamlessly with frontline bankers across functions, sponsor deals through credit risk to ensure identified risks are mitigated and credits fall within the bank's risk appetite.
  • Process / Risk - Execute all lending activities in a timely manner, ensuring client satisfaction and high-quality analysis, management and reporting of credit, market, operational and compliance key risks.
  • Reputation - Ensure best interests of the client and the bank align with community expectations.
  • Financial - Deliver risk which balances business, customer and regulatory requirements.
Requirements
  • Time management, prioritisation and ability to work in a high-volume environment.
  • Extensive years of experience within a Banking/Financial services industry and a minimum of couple of years in a lending capacity.
  • Experience in evaluating credit lending applications across wholesale & retail clients.
  • Experience in analysing financial information.
  • Stakeholder management and influencing skills.
  • Good knowledge of ANZ's systems and processes.
  • Solid communication skills.
What You Will Get

A competitive estimated salary of $120,000 AUD per annum based on your extensive experience and expertise. We offer flexible working arrangements, access to health and wellbeing services, discounts on selected products and services from ANZ and more.

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