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.

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

• Write, negotiate and manage commercial credit applications for new and existing clients
• Complete credit submissions and annual reviews 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 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
• Investigate credit policy framework and changes to support credit submission applications