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Skills: Client Service Management, On-boarding, Cash Management, Account Maintenance, Alternative Investments
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Full-time
bachelor degree, professional certificate
Training And Development Opportunities, Firmwide Networks, Wellness Programs, Personal Finance Offerings, Mindfulness Programs
Posted 35d ago
~40 hrs/week
Responsibilities
Provide client service and operational support to sales teams, including managing the on-boarding process and daily cash management. Act as a liaison between PWM business and compliance, legal, and tax departments while handling alternative investment subscriptions.
Requirements
Requires fluency in German and English, along with a commercial apprenticeship in finance or a bachelor's degree. Candidates should have 1-2 years of relevant experience and must complete the CWMA Level 1 qualification within three months.
Full 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
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, liquidity management, and ongoing maintenance of existing clients:
Work closely with Private Wealth Advisors to support their PWM 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 ad hoc client queries
Cross cover the Financial Analyst role including trading functions
REQUIREMENTS
Fluent German and English language skills is a requirement
Commercial apprenticeship in the financial industry or Bachelor’s degree
1-2 years of prior work experience in a relevant field
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communication skills
Strong organizational 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 prioritize
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity
Region specific qualifications (CWMA Level 1 (Zurich)) to be completed within 3 months
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, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Related keywords
Private Wealth ManagementHigh Net Worth IndividualsAsset AllocationPrivate BankingTrust Company ServicesLiquidity ManagementAlternative InvestmentsCWMA Level 1Financial IndustryComplianceLegalTaxMS ExcelMS PowerPointMS WordMS Outlook
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.
For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses.
Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.
Find our Social Media Disclosures here: gs.com/social-media-disclosures
Offices: 200 West Street, New York, New York 10282, US
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.
For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses.
Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.
Find our Social Media Disclosures here: gs.com/social-media-disclosures
Offices: 200 West Street, New York, New York 10282, US