Private Wealth Management, Wealth Management Professional, Analyst, London
Private Wealth Management, Wealth Management Professional, Analyst, London

Private Wealth Management, Wealth Management Professional, Analyst, London

London Entry level 43200 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support high net worth clients with tailored wealth management strategies and operational tasks.
  • Company: Goldman Sachs is a global leader in financial services, committed to client growth and diversity.
  • Benefits: Enjoy professional development, wellness programs, and a diverse work environment.
  • Why this job: Join a dynamic team making a real impact on clients' financial futures in a fast-paced setting.
  • Qualifications: No prior experience required; just bring your organisational skills and a positive attitude!
  • Other info: Opportunities for personal growth and training in a supportive environment.

The predicted salary is between 43200 - 72000 Β£ per year.

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 each client’s 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, trade execution, liquidity management, and ongoing maintenance of existing clients. Your responsibilities include:

  1. Leveraging your operational background to contribute to business growth
  2. Supporting Private Wealth Advisors in serving PWM clients
  3. Identifying and coordinating wealth advisory services within the client base
  4. Managing business implementation and re-balancing activities
  5. Handling cash balances and private banking services in accounts
  6. Serving as a liaison to other areas supporting PWM
  7. Planning and managing the onboarding process for new accounts
  8. Providing client reporting and web capabilities overview to potential clients
  9. Executing, processing, and reconciling trading and investment transactions

Requirements

  • 0-3 years of relevant work experience
  • Proficiency in MS Office (Excel, PowerPoint, Word, Outlook)
  • Highly organized with strong attention to detail
  • Ability to manage multiple projects with deadlines
  • Team player with a positive attitude and work ethic
  • Strong written and verbal communication skills
  • Ability to work in a fast-paced environment
  • Adaptability across industries and businesses
  • Self-directed, analytical, and judgment skills
  • Ability to build relationships with senior management and global stakeholders
  • Discretion with confidential information
  • Integrity and sound judgment

About Goldman Sachs

Goldman Sachs is committed to helping clients, shareholders, and communities grow through our people, capital, and ideas. Founded in 1869, headquartered in New York, with offices worldwide. We foster diversity and inclusion, providing opportunities for professional and personal growth, training, benefits, wellness, and mindfulness programs. Learn more at GS.com/careers.

We accommodate candidates with disabilities during our recruiting process. Details at:

The Goldman Sachs Group, Inc., 2025. All rights reserved. We are an equal opportunity employer, respecting all characteristics protected by law.

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Private Wealth Management, Wealth Management Professional, Analyst, London employer: Goldman Sachs

Goldman Sachs is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets tradition. With a strong commitment to diversity and inclusion, employees benefit from extensive professional development opportunities, comprehensive wellness programs, and a culture that values integrity and collaboration. Joining our Private Wealth Management team means being part of a prestigious firm that empowers you to make a meaningful impact on the financial futures of high net worth clients.
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Contact Detail:

Goldman Sachs Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Wealth Management, Wealth Management Professional, Analyst, London

✨Tip Number 1

Network with professionals in the Private Wealth Management sector. Attend industry events, webinars, or local meetups to connect with individuals who work at firms like Goldman Sachs. Building these relationships can provide you with valuable insights and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest trends in wealth management and investment strategies. Being knowledgeable about current market conditions and innovative investment ideas will help you stand out during interviews and discussions with potential employers.

✨Tip Number 3

Develop your proficiency in MS Office, particularly Excel, as it is crucial for data analysis and reporting in this role. Consider taking online courses or tutorials to enhance your skills, which will demonstrate your commitment to the position.

✨Tip Number 4

Prepare for behavioural interview questions by reflecting on your past experiences. Think of specific examples that showcase your organisational skills, ability to manage multiple projects, and how you've successfully worked in a team environment.

We think you need these skills to ace Private Wealth Management, Wealth Management Professional, Analyst, London

Client Service Management
Operational Support
Investment Strategy Development
Asset Allocation
Cash Management
Trade Execution
Liquidity Management
Project Management
Attention to Detail
Proficiency in MS Office (Excel, PowerPoint, Word, Outlook)
Strong Written and Verbal Communication Skills
Relationship Building
Analytical Skills
Discretion with Confidential Information
Integrity and Sound Judgment

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or client service roles. Emphasise your proficiency in MS Office and any operational background that aligns with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Private Wealth Management and your ability to support Private Wealth Advisors. Mention specific skills like attention to detail and project management that are crucial for the role.

Highlight Soft Skills: In your application, emphasise your strong written and verbal communication skills, adaptability, and team player attitude. These traits are essential for building relationships with clients and stakeholders.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are key in the wealth management sector.

How to prepare for a job interview at Goldman Sachs

✨Know Your Wealth Management Basics

Make sure you understand the fundamentals of private wealth management. Familiarise yourself with key concepts like asset allocation, risk tolerance, and investment strategies. This knowledge will help you engage in meaningful conversations during the interview.

✨Showcase Your Organisational Skills

Given the role's emphasis on managing multiple projects and deadlines, be prepared to discuss your organisational strategies. Share examples of how you've successfully managed tasks in previous roles, highlighting your attention to detail and ability to prioritise effectively.

✨Demonstrate Strong Communication Skills

As a Wealth Management Professional, you'll need to communicate clearly with clients and team members. Practice articulating your thoughts concisely and confidently. Consider preparing a few scenarios where you've successfully communicated complex information to non-experts.

✨Prepare for Behavioural Questions

Expect questions that assess your teamwork, adaptability, and integrity. Use the STAR method (Situation, Task, Action, Result) to structure your responses. Think of specific examples from your past experiences that showcase your ability to work well under pressure and maintain discretion.

Private Wealth Management, Wealth Management Professional, Analyst, London
Goldman Sachs
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  • Private Wealth Management, Wealth Management Professional, Analyst, London

    London
    Entry level
    43200 - 72000 Β£ / year (est.)

    Application deadline: 2027-07-16

  • G

    Goldman Sachs

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