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- Tasks: Support clients in navigating markets and achieving investment goals.
- Company: Goldman Sachs is a leading global investment banking and management firm.
- Benefits: Enjoy diverse opportunities for growth, wellness programs, and a commitment to inclusion.
- Why this job: Join a dynamic team, develop customized strategies, and make a real impact on clients' wealth.
- Qualifications: 2-4 years of relevant experience; strong MS Office skills; excellent communication and organizational abilities.
- Other info: Work in a fast-paced environment with opportunities to interact with senior management.
The predicted salary is between 36000 - 60000 £ per year.
Social network you want to login/join with:
Client:
Location:
Greater London, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
3af9cf75d53c
Job Views:
91
Posted:
02.03.2025
Expiry Date:
16.04.2025
Job Description:
Helping clients navigate markets to support their investment goals.
Individuals across these teams have strong communication, integrity, time management and problem-solving skills. It is also key for these colleagues to embody a client-first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management.
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.
PWM Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. How you will fulfill your potential:
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
- Analyze equity and fixed income portfolios for risk and return characteristics
- Research internal and external investment vehicles for client asset allocation
- Keep abreast of the latest events in the financial markets
- Relay GS research and market views to Private Wealth Advisors
- Work in conjunction with various product groups within Investment Management to respond to client needs
- Assist with trading and provide client service and team support
BASIC QUALIFICATIONS
- 2-4 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 /careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
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Wealth Management, Financial Analyst, Associate, London, Greater London employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management, Financial Analyst, Associate, London, Greater London
✨Tip Number 1
Make sure to stay updated on the latest trends in financial markets. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to clients.
✨Tip Number 2
Network with professionals in wealth management and finance. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you to opportunities at Goldman Sachs.
✨Tip Number 3
Develop your presentation skills, as creating marketing presentations for prospective clients is a key part of the job. Practice presenting complex financial concepts in a clear and engaging manner to showcase your communication abilities.
✨Tip Number 4
Familiarize yourself with various investment vehicles and asset allocation strategies. Understanding these concepts will allow you to engage more effectively with Private Wealth Advisors and demonstrate your analytical skills during the interview process.
We think you need these skills to ace Wealth Management, Financial Analyst, Associate, London, Greater London
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Wealth Management Financial Analyst position. Understand the key responsibilities and qualifications required, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to highlight relevant experience in finance, particularly in wealth management or investment analysis. Emphasize your skills in communication, problem-solving, and time management, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of client needs. Mention specific experiences where you demonstrated strong judgment and relationship management skills.
Highlight Technical Skills: Make sure to mention your proficiency with MS Office, especially Excel and PowerPoint, as these are essential tools for the role. Provide examples of how you've used these skills in previous positions to analyze data or create presentations.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Communication Skills
Since strong communication is key in this role, be prepared to demonstrate your ability to articulate complex financial concepts clearly. Practice explaining your past experiences and how they relate to the job, focusing on clarity and conciseness.
✨Demonstrate Client-First Mentality
Prepare examples that highlight your client-first approach. Discuss situations where you prioritized client needs and how you exercised good judgment and tact in those interactions.
✨Highlight Your Analytical Skills
Be ready to discuss your experience with analyzing portfolios and asset allocations. Bring specific examples of how you've researched investments or monitored market trends to support your analysis.
✨Emphasize Team Collaboration
This role requires working closely with Private Wealth Advisors and various product groups. Share experiences that showcase your ability to work effectively in a team, manage multiple projects, and maintain a positive attitude under pressure.
