Private Bank Analyst - Sydney | Sydney, AU

Private Bank Analyst - Sydney | Sydney, AU

Private Bank Analyst - Sydney
Commonwealth Bank of Australia, Sydney, Australia 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$2.5 million. Our breadth of experience allows us to offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, enabling us to help our clients achieve the best possible outcomes. We have Private Bankers and Private Wealth Managers specializing 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 , you 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 evaluating the risks associated with increases in client credit.
More specifically, you will: Write, negotiate and manage consumer credit applications for new and existing clients Complete credit submissions 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 to effectively meet their needs Prepare concise and well-reasoned credit correspondence Focus on quality, credit management, and minimizing 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 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 analyze 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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▶️ Private Bank Analyst - Sydney | Sydney, AU
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