Wealth Management Professional, Analyst

Goldman Sachs; Greater London; On-site; GBP 50,000 - GBP 70,000; Full time

Job summary

A leading global investment firm in the UK is seeking a Wealth Management Professional to provide client service management and operational support. The role involves working closely with Private Wealth Advisors and managing cash balances and private banking services. Candidates should have 1-3 years of relevant work experience and strong MS Office skills. This position offers opportunities for professional growth in a dynamic environment.

Benefits

Competitive vacation policies

Healthcare and medical insurance programs

On-site fitness centers

Child care and family care services

Qualifications

• 1-3 years of prior work experience in a relevant field.
• 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 information.

Responsibilities

• Provide client service management support to clients.
• Work closely with Private Wealth Advisors to support their PWM clients.
• Manage cash balances and private banking services.

Skills

Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)

Strong communication skills (written and verbal)

Highly organized with exceptional attention to detail

Ability to manage multiple projects with competing deadlines

Team player with positive attitude

Job description

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

AWealth Management Professionalprovides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:

• 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

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

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.

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.

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.

HEALTHCARE & MEDICAL INSURANCE

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

VACATION

We offer competitive vacation policies based on employee level and office location. 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

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.

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.

FITNESS

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

CHILD CARE & FAMILY CARE

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.

BENEFITS AT GOLDMAN SACHS

Read more about the full suite of class‑leading benefits our firm has to offer.