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- Tasks: Support clients in achieving their investment goals through market navigation and relationship management.
- Company: Goldman Sachs is a leading global investment firm committed to diversity and professional growth.
- Benefits: Enjoy training opportunities, wellness programs, and a supportive work culture.
- Why this job: Join a dynamic team, develop investment strategies, and make a real impact on clients' financial futures.
- Qualifications: 2-4 years of relevant experience; strong communication and analytical skills required.
- Other info: Work in a fast-paced environment with opportunities for personal and professional development.
The predicted salary is between 43200 - 72000 £ per year.
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.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Wealth Management, Financial Analyst, Associate, 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
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work at Goldman Sachs or similar firms. Attend industry events, webinars, and workshops to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Stay updated on current financial market trends and news. Being knowledgeable about recent developments will not only help you in interviews but also demonstrate your genuine interest in the field and your ability to engage in informed discussions.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since strong communication is key for this role, consider joining a public speaking group or participating in mock interviews to refine your ability to convey complex information clearly and effectively.
✨Tip Number 4
Familiarise yourself with the specific tools and software used in wealth management, particularly MS Office applications like Excel and PowerPoint. Consider taking online courses to enhance your proficiency, as this will be crucial for your success in the role.
We think you need these skills to ace Wealth Management, Financial Analyst, Associate, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and financial analysis. Emphasise skills such as communication, problem-solving, and attention to detail, which are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Private Wealth Management sector. Mention specific experiences where you've demonstrated a client-first mentality and your ability to manage multiple projects.
Highlight Relevant Skills: In your application, clearly outline your proficiency with MS Office tools, especially Excel and PowerPoint. Provide examples of how you've used these skills in previous roles to analyse data or create presentations.
Showcase Your Knowledge of Financial Markets: Demonstrate your awareness of current financial market trends and events in your application. This could be through a brief mention in your cover letter or by discussing relevant projects in your CV.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Analytical Skills
As a Financial Analyst, you'll need to demonstrate your ability to analyse data and make informed decisions. Prepare examples from your previous experience where you successfully analysed financial information or market trends, and be ready to discuss how those analyses impacted your team's strategy.
✨Emphasise Client-Centric Approach
Since the role involves working closely with high net worth clients, it's crucial to highlight your client-first mentality. Share experiences where you went above and beyond to meet a client's needs or resolve an issue, showcasing your communication and relationship-building skills.
✨Demonstrate Team Collaboration
The job requires working with various teams and stakeholders. Be prepared to discuss how you've effectively collaborated in past roles, particularly in fast-paced environments. Highlight any specific projects where teamwork led to successful outcomes.
✨Stay Informed About Market Trends
Being knowledgeable about current financial market developments is key for this position. Before the interview, research recent trends and news in wealth management and investment strategies. This will not only show your enthusiasm for the role but also your commitment to staying updated in the field.
