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 Full-Time 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 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
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, Liquidity Management, And Ongoing Maintenance Of Existing Clients. How You Will Fulfill Your Potential

Leverage your operational background and experience to contribute to a growing business

Work closely with Private Wealth Advisors to support their PWM clients

Identify opportunities for and coordinate wealth advisory services within client base

Manage advisory business implementation and re-balancing

Manage cash balances and private banking services in accounts

Serve as a key liaison to other areas supporting the PWM Business

Plan and manage new account onboarding process

Requirements

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 environmentAbility 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 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, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable 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
Location: London

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