• CIMD, Private Wealth Management, Wealth Management Professiona, Spanish Speaking

    Location(s) UK-London
    Job ID
    2020-59772
    Schedule Type
    Full Time
    Level
    Analyst
    Function(s)
    General
    Region
    EMEA
    Division
    Consumer and Investment Management Division
    Business Unit
    PWM Sales - London
    Employment Type
    Employee
  • MORE ABOUT THIS JOB

    CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

    The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

     

    PWM

    Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond

    RESPONSIBILITIES AND QUALIFICATIONS

    Job Summary & Responsibilities

    YOUR IMPACT

     

    We are looking for a Wealth Management Professional (“WMP”) to join our Private Wealth Management (“PWM”) Team. As a WMP you will have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. You will act as a central point of contact for clients while providing operational support to a tea! m of Private Wealth Advisors in PWM.

     

    OUR IMPACT

    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 develops customised investment strategies and offers an array of wealth management products and services.

     

     

    HOW YOU WILL FULFILL YOUR POTENTIAL

     

    • Work closely with Private Wealth Advisors to support their PWM clients across two separate Scandinavian teams.
    • Interact and troubleshoot with high profile clients
    • Manage the client on-boarding process
    • Serve as a key liaison to other areas supporting the PWM Business including divisional Compliance, Legal and Tax
    • Perform daily cash management including making wire payments, asset transfers, booking journals and receipts
    • Perform ongoing account maintenance including approvals to facilitate the trading of certain products
    • Provide overview of client reporting and web capabilities to potential new clients
    • Process subscriptions and redemptions of Alternative Investments, fund capital calls and respond to general queries associated with these investments
    • Manage general project work including implementing regulatory changes
    • Lead or participate in the divisional efforts to improve efficiencies with the PWM Business
    • Resolve adhoc client queries
    • Cross cover the Financial Analyst role including trading functions

     

    SKILLS & EXPERIENCE WE’RE LOOKING FOR 

    • Ability to work in a fast-paced environment and think clearly under pressure
    • Excellent communication skills
    • Strong organisational and interpersonal skills
    • Ability to multi-task and work with numerous colleagues and desks across the Firm
    • Detail-oriented
    • Time management and the ability to prioritise Self-motivated and able to work in an autonomous, yet collaborative environment
    • Commitment to excellence and a high level of integrity
    • Region specific qualifications (CISI Level 4 (London)) to be completed within 6 months
    • Spanish Speaking Skills

    ABOUT GOLDMAN SACHS

    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.

    We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html



    © The Goldman Sachs Group, Inc., 2020. All rights reserved.
    Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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