High Net Worth Investment Specialist

7 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000
Job Description">

We strive to deliver exceptional service and trusted advice to high net worth individuals who have the intention to invest or borrow.

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.

Backed by superior research capabilities and extensive resources, we help our clients achieve the best possible outcome.

Professionals specialising in banking, lending, strategic advice, investments and insurance are located right across Australia.

Key Responsibilities
  • Undertake financial analysis and assess risks/opportunities on new and existing lending submissions, as well as assess associated risks with increases in client credit.
  • Complete credit submissions and annual reviews to ensure timely delivery of decisions, documentation and funding to the client and accuracy of information.
  • Deliver exceptional customer service, client communication and engagement to support credit submission requests.
  • Prepare concise and well-reasoned credit correspondence.
Requirements
  • Commercial lending experience from either customer facing/sales or credit/analyst environment.
  • Credit analysis training and demonstrated experience with ability to support deal structuring (desirable).
  • Well-developed MS Excel skills and experience in performing financial analysis/modelling.
  • Tertiary qualifications in business related discipline e.g. Banking, Commerce (desirable).

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