Private Bank Analyst
About the job
The Private Bank Credit Analyst job is all about supporting Private Bankers in delivering exceptional service to high-net-worth clients. This role plays a crucial part in assessing financial risks and opportunities related to Home Lending, ensuring clients receive tailored solutions. The team thrives on collaboration and a commitment to excellence, making it a fantastic environment for growth and success.
You'll be responsible for
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Writing and managing Home Loan applications
Write, negotiate, and manage Home Loan applications for new and existing clients.✅
Completing Home Lending credit submissions
Complete high-quality Home Lending credit submissions to ensure timely delivery of decisions, documentation, and funding.🌟
Delivering exceptional customer service
Deliver exceptional customer service, client communication, and engagement to support credit submission requests.Key criteria
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Home lending experience (2+ years)
Demonstrated experience in home lending, either in sales or analysis.View
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Credit analysis training
Proven training in credit analysis to support deal structuring.View
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Advanced MS Excel skills
Well-developed skills in financial analysis and modelling using Excel.View
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