Goldman Sachs

Advises on mergers and trades stocks and bonds

Wealth Management Professional

Wealth Management & Financial AdvisoryUpdated on Nov 11

Full-timeGeneva, SwitzerlandNo salary listedIn-person

About the Job

Requirements

A bachelor's degree or relevant apprenticeship is required.
One to three years of prior work experience in a relevant field is required.
Strong written and verbal communication skills in English are required.
Proficiency to advanced skills with Microsoft Office, including Excel, PowerPoint, Word, and Outlook, is required.
The candidate must be highly organized and demonstrate attention to detail and follow-through.
The candidate must be able to manage multiple projects with competing deadlines.
The candidate must be able to work in a fast-paced environment and adapt quickly to a variety of industries and businesses.
The candidate must be able to self-direct, analyze and evaluate information, and form independent judgments.
The candidate must be able to interact effectively and build relationships with senior management and global stakeholders.
The candidate must demonstrate commercial judgment and discretion when handling highly confidential or sensitive information.
The candidate must demonstrate integrity, high ethical standards, and sound judgment.

Responsibilities

Provide client service management support to clients and operational support to sales teams in implementing new client accounts, executing trades, managing liquidity, and maintaining existing clients.
Work closely with Private Wealth Advisors to support their clients' needs.
Manage cash balances and other assets in client accounts.
Process cash payments and other asset transfers.
Manage the new account boarding process, including liaising directly with new clients.
Process static account updates, such as changes to contact information or risk profiles.
Serve as a liaison to other areas supporting the Private Wealth Management business.
Provide clients with an overview of client reporting and web capabilities.
Execute, process, and reconcile market trades and other investment-related transactions after passing the relevant trading exams.
Work with product groups within Investment Management to respond to client needs.

Desired Qualifications

French language skills are desired.

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

Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfil your potential:

Leverage your background and experience to contribute to a growing business
Work closely with Private Wealth Advisors to support their PWM clients ‘needs
Manage cash balances and other assets in client accounts
Process cash payments and other asset transfers
Manage new account boarding process including liaising directly with new clients
Process static account updates such as contact information changes or risk profiles
Serve as a key liaison to other areas supporting the PWM Business
Provide overview of client reporting and web capabilities to clients
Execute, process and reconcile market trades and other investment related transactions (after passing the relevant trading exams)
Work in conjunction with various product groups within Investment Management to respond to client needs

REQUIREMENTS

Bachelor’s degree or relevant apprenticeship
1-3 years of prior work experience in a relevant field.
French language skills are desired
Strong communication skills (written and verbal) in English
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
Ability to work in a fast-paced environment
Ability to adapt quickly to a variety of industries and businesses
Ability to self-direct, analyse 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, high 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

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.

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About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1869

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