Wealth Management Professional - Analyst

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. 

The Client Outreach Team, part of the PWM Centre of Excellence, supports a seamless end-to-end client onboarding experience. The team works directly with clients and partners closely with sales, operations and other stakeholders to open accounts efficiently and effectively.

YOUR IMPACT 

A Wealth Management Professional in the Client Outreach Team delivers a seamless account-opening experience for PWM’s largest clients. The role works directly with advisors across the business to onboard clients efficiently and promptly, while also improving processes and establishing best practices for the wider PWM business. How you will fulfil your potential:

• Use your operational experience to support a growing business
• Plan and manage the new account onboarding process
• Work closely with Private Wealth Advisors to onboard PWM clients
• Engage directly with clients throughout the PWM onboarding process
• Build an understanding of client structures
• Apply knowledge of Goldman Sachs client structures and jurisdictional requirements to a range of situations
• Apply knowledge of regulatory requirements and internal policies
• Identify efficiencies and develop best practices for broader use
• Act as a key liaison with teams supporting PWM client onboarding
• Partner with Client Onboarding, Compliance, Legal and Operations teams

BASIC QUALIFICATIONS

• Bachelor’s degree
• 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, 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. 

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

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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.