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Personal finance expert - analytical position

Brisbane
beBeeCredit
Posted: 20 January
Offer description

High-Net-Worth Client Banking: A Key Role in Financial Services

A prestigious financial institution based in Australia is seeking an accomplished Private Bank Credit Analyst to provide exceptional customer service to high-net-worth clients. This role offers the ideal candidate a chance to excel in a dynamic environment and contribute significantly towards delivering top-notch banking services.

The Private Bank Credit Analyst will be responsible for managing consumer credit applications, analyzing associated risks, and providing expert advice to clients on their financial requirements. To succeed in this position, you should possess excellent analytical skills, have experience working with high-net-worth individuals or families, and be proficient in using MS Excel software.

* Assessing client needs through detailed analysis of their financial portfolios
, Key Requirements:,

  • , Skillful use of Excel spreadsheets,, High level of discretion when handling sensitive information., The successful candidate must have prior experience working within similar roles at reputable organizations. -----------------------------------

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