Private Bank Analyst

1 week ago

Melbourne, Australia Commonwealth Bank Full time

**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 your role**

As a **Private Bank Analyst**, you will be supporting our Private Bankers to provide exceptional service to their high net worth clients through value add solutions.

Your core duties will involve undertaking financial analysis and assessing the risks/opportunities on new and existing **_commercial _**lending submissions, as well as assessing the risks associated with increases in client credit.

**Your responsibilities**
- Complete credit submissions and annual reviews 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
- **Your skills and experience**

To be successful as a Private Bank Analyst, you will have:

- **Commercial lending experience**(from either customer facing/sales or credit/analyst environment)
- Credit analysis training and demonstrated experience with the ability to support deal structuring (desirable)
- Well-developed MS Excel skills and experience in performing financial analysis/modelling
- Tertiary qualifications in a business related discipline e.g. Banking, Commerce (desirable)

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Advertising End Date: 28/06/2025

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