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For Companies At a Glance
- Tasks: Support high net worth clients with tailored wealth management strategies and operational excellence.
- Company: Join a leading firm in Private Wealth Management, dedicated to client success.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Strong communication skills and a passion for finance are essential.
- Other info: Dynamic team environment with a focus on innovation and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
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.
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 client onboarding
Private Wealth Management, Wealth Management Professional, Analyst, London London · United King[...] employer: Goldman Sachs Bank AG
Contact Detail:
Goldman Sachs Bank AG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Management, Wealth Management Professional, Analyst, London London · United King[...]
✨Tip Number 1
Network like a pro! Reach out to professionals in the Private Wealth Management field on LinkedIn or at industry events. We can’t stress enough how important it is to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its PWM services. We recommend practising common interview questions and having your own questions ready to show your interest and knowledge about their operations.
✨Tip Number 3
Showcase your skills! During interviews, highlight your operational background and how it aligns with the role. We want to see how you can contribute to managing client accounts and supporting Private Wealth Advisors effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to help you land that dream job in Private Wealth Management!
We think you need these skills to ace Private Wealth Management, Wealth Management Professional, Analyst, London London · United King[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Wealth Management role. Highlight any relevant experience in client service management or operational support, as this will show us you understand what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your background makes you a great fit for our team. Be genuine and let your personality come through!
Showcase Your Analytical Skills: Since the role involves managing cash balances and implementing investment strategies, make sure to highlight any analytical skills or experiences you've had. We want to see how you can contribute to our clients' financial success.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Goldman Sachs Bank AG
✨Know Your Wealth Management Basics
Make sure you brush up on the fundamentals of private wealth management. Understand key concepts like asset allocation, risk tolerance, and investment strategies. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Operational Skills
Since the role involves operational support, be ready to discuss your previous experiences in managing client accounts or coordinating services. Prepare specific examples that highlight your ability to streamline processes and enhance client satisfaction.
✨Demonstrate Client-Centric Thinking
We want to see how you prioritise client needs. Think of scenarios where you went above and beyond for a client or resolved a challenging situation. This will illustrate your commitment to providing exceptional service, which is crucial in wealth management.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and how they differentiate themselves in the market. This shows that you’re not just interested in the job, but also in understanding the company’s values and strategies.
