Goldman Sachs
Private Wealth Management, Markets Coverage Group, Wealth Management Professional, Associate, London
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OUR IMPACT
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
YOUR IMPACT
A Wealth Management Professional provides client service management support to our clients and operational support within the team in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfil your potential:
- Leverage your operational background and experience to contribute to a growing business
- Work closely with Private Wealth Advisors and Sales teams to provide seamless transactional coverage of clients
- Serve as a client point of contact for operational requests, account queries, and all service needs.
- Plan, coordinate, and execute new client onboarding, including account opening and required documentation.
- Maintain and update existing client accounts, including periodic reviews, standing instructions, and service requests.
- Manage cash balances and private banking services in accounts
- Execute, process and reconcile trading and other investment related transactions
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REQUIREMENTS
- 2-5 years of prior work experience in a relevant field
- Candidates should have fluency in English, with a second European or Middle Eastern language desirable
- Experience in a client facing role, with a strong client service mindset with clear written and verbal communication skills
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple projects with competing deadlines
- Ability to work in a fast-paced environment
- Team player with positive attitude and strong work ethic
- Ability to adapt quickly to a variety of industries and businesses
- Ability to self-direct, analyze and evaluate and form independent judgments
- Ability to form and manage stakeholder relationships with all concerned internal groups, including Compliance, Operations, Legal
- High levels of integrity, ethical standards and sound judgment
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
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We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
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Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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