Private Wealth Management - Wealth Management Professional, Analyst/Senior Analyst - London 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 trustpany services.
1. A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:
2. Leverage your operational background and experience to contribute to a growing business
3. Work closely with Private Wealth Advisors to support their PWM clients
4. Identify opportunities for and coordinate wealth advisory services within client base
5. Manage advisory business implementation and re-balancing
6. Manage cash balances and private banking services in accounts
7. Serve as a key liaison to other areas supporting the PWM Business
8. Plan and manage new account on boarding process
9. Provide overview of client reporting and web capabilities to potential new clients
10. Execute, process and reconcile trading and other investment related transactions
•
BASIC QUALIFICATIONS
11. Bachelor's degree
12. 0-3 years of prior work experience in a relevant field.
13. Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
14. Highly organized with exceptional attention to detail and follow-through
15. Strong ability to manage multiple projects withpeting deadlines
16. Team player with positive attitude and strong work ethic
17. Strongmunication skills (written and verbal)
18. Ability to work in a fast-paced environment
19. Ability to adapt quickly to a variety of industries and businesses
20. Ability to self-direct, analyze and evaluate and form independent judgments
21. Ability to effectively interact and build relationships with senior management and global stakeholders
22. mercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
23. Integrity, ethical standards and sound judgment
ABOUT GOLDMAN SACHS
At Goldman Sachs, wemit our people, capital and ideas to help our clients, shareholders and themunities 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.
We believe who you are makes you better at what you do. We'remitted 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/careers.
Job ID 300007971103535