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Private Wealth Management, Wealth Management Professional, Analyst, London

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Goldman Sachs

2d ago

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • London

AI generated summary

  • You must have 1-3 years of relevant experience, advanced MS Office skills, strong communication, attention to detail, project management, adaptability, and integrity in handling confidential information.
  • You will support Private Wealth Advisors, manage account onboarding, coordinate wealth services, oversee advisory implementations, and liaise with other teams to enhance client experience.

Requirements

  • 1-3 years of prior work experience in a relevant field
  • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
  • Highly organized with exceptional attention to detail and follow-through
  • Strong ability to manage multiple projects with competing deadlines
  • Team player with positive attitude and strong work ethic
  • Strong communication skills (written and verbal)
  • Ability to work in a fast-paced environment
  • Ability to adapt quickly to a variety of industries and businesses
  • Ability to self-direct, analyze and evaluate and form independent judgments
  • Ability to effectively interact and build relationships with senior management and global stakeholders
  • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
  • Integrity, ethical standards and sound judgment

Responsibilities

  • Leverage your operational background and experience to contribute to a growing business
  • Work closely with Private Wealth Advisors to support their PWM clients
  • Identify opportunities for and coordinate wealth advisory services within client base
  • Manage advisory business implementation and re-balancing
  • Manage cash balances and private banking services in accounts
  • Serve as a key liaison to other areas supporting the PWM Business
  • Plan and manage new account on boarding process

FAQs

What is the primary role of a Wealth Management Professional in this position?

The primary role of a Wealth Management Professional is to provide client service management support to clients and operational support to sales teams in the implementation of new client accounts, liquidity management, and ongoing maintenance of existing clients.

How many years of experience are required for this position?

1-3 years of prior work experience in a relevant field are required for this position.

What skills are essential for candidates applying for this role?

Candidates should possess proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook), strong organizational abilities, exceptional attention to detail, strong communication skills, and the ability to manage multiple projects with competing deadlines.

Is previous experience in Private Wealth Management necessary for this position?

While specific experience in Private Wealth Management is beneficial, the job description requires relevant work experience in a similar field, indicating that transferable skills may also be considered.

What kind of environment can candidates expect to work in?

Candidates can expect to work in a fast-paced environment that requires adaptability to various industries and business scenarios.

Are there opportunities for professional development within this role?

Yes, Goldman Sachs is committed to fostering opportunities for professional and personal growth through training and development opportunities, firmwide networks, and wellness programs.

How does Goldman Sachs support diversity and inclusion in the workplace?

Goldman Sachs is dedicated to fostering and advancing diversity and inclusion by ensuring every individual has opportunities to grow and by creating an inclusive environment for all employees.

What are the responsibilities regarding cash management in this position?

Responsibilities include managing cash balances and private banking services in client accounts.

Will this role involve collaboration with other teams?

Yes, the Wealth Management Professional will serve as a key liaison to other areas supporting the Private Wealth Management business.

Is the recruitment process accommodating for candidates with disabilities?

Yes, Goldman Sachs is committed to finding reasonable accommodations for candidates with special needs or disabilities during the recruitment process.

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Goldman Sachs

Finance
Industry
10,001+
Employees
1869
Founded Year

Mission & Purpose

Goldman Sachs is a global investment banking, securities, and investment management firm. They offer a range of financial services to corporations, financial institutions, governments, and individuals. Goldman Sachs' primary activities include investment banking, asset management, securities trading, and providing advisory services. Their ultimate mission is to be a leading global financial institution, providing superior financial expertise and solutions to their clients. The purpose of Goldman Sachs is to help their clients achieve their financial goals, manage risk, and navigate complex markets. They aim to drive economic growth, foster innovation, and create long-term value for their clients, shareholders, and the communities they operate in. Goldman Sachs is committed to upholding the highest standards of integrity, professionalism, and client service, serving as a trusted partner and advisor in the world of finance.

Culture & Values

  • Partnership

    We prioritize collaboration and believe in the strength of the collective, creating a culture that fosters teamwork and belonging in the pursuit of professional and personal growth.

  • Client Service

    We lead with a service mindset, working to earn our clients’ trust and exceed their expectations by understanding and overdelivering on their goals.

  • Integrity

    We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of pride in our firm.

  • Excellence

    We aspire to nothing less than excellence, striving for exceptional performance and superior results for our clients, our shareholders, and our communities.

Benefits

  • Holiday and Vacation Policies

    We offer competitive vacation policies based on employee level and office location. This is in addition to any number of statutory and public holidays as determined by each office. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

  • Financial Wellness & Retirement

    The firm provides a number of resources and offerings designed to help our employees achieve their personal financial goals. We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities — from buying a home, to navigating market volatility and investments, legacy and estate planning, tax strategies, and will preparation.

  • Health Services

    We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

  • Childcare / Family Care

    In some offices, we offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

  • Flexible Working

    Based on manager approval, the following arrangements may be available to help employees meet their personal and family responsibilities: part-time schedules, job sharing, telecommuting, and alternate hours.