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For Companies At a Glance
- Tasks: Support high net worth clients with tailored wealth management strategies and operational tasks.
- Company: Goldman Sachs is a leading global investment banking and investment management firm founded in 1869.
- Benefits: Enjoy competitive vacation, health insurance, fitness reimbursements, and family care support.
- Why this job: Join a diverse team at a prestigious firm, making a real impact on clients' financial futures.
- Qualifications: Fluent in Portuguese and English, with 1-3 years of relevant experience and strong MS Office skills.
- Other info: Opportunities for professional growth and a commitment to diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
Private Wealth Management, Wealth Management Professional (Portuguese Speaker), Senior Analyst, London location_on London, Greater London, England, United Kingdom
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
AWealth 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. 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 on boarding process
- Provide overview of client reporting and web capabilities to potential new clients
- Execute, process and reconcile trading and other investment related transactions
REQUIREMENTS
- 1-3 years of prior work experience in a relevant field
- Candidates should be fluent in Portuguese as well as English
- 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 GS.com/careers.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
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Sales employer: Goldman Sachs Bank AG
Contact Detail:
Goldman Sachs Bank AG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales
✨Tip Number 1
Network with professionals in the Private Wealth Management sector. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the job and potentially get referrals.
✨Tip Number 2
Brush up on your Portuguese language skills if needed. Since fluency in Portuguese is a requirement, consider engaging in conversation practice or taking advanced language courses to ensure you're confident in both written and verbal communication.
✨Tip Number 3
Familiarise yourself with the latest trends in wealth management and investment strategies. Read relevant articles, follow industry leaders on social media, and subscribe to financial news outlets to stay informed and demonstrate your knowledge during interviews.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios in wealth management. Think about how you would handle client relationships, manage multiple projects, and adapt to fast-paced environments, as these are key aspects of the role.
We think you need these skills to ace Sales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client service. Emphasise your fluency in Portuguese and English, as well as your proficiency with MS Office tools, particularly Excel.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Private Wealth Management. Mention specific skills that align with the job description, such as your ability to manage multiple projects and your strong communication skills.
Highlight Relevant Experience: In your application, focus on any previous roles that involved client management or financial services. Use concrete examples to demonstrate how you have successfully supported sales teams or managed client accounts.
Showcase Your Soft Skills: The role requires strong interpersonal skills and a positive attitude. Make sure to include examples of how you've effectively built relationships with clients or colleagues, and how you've adapted to fast-paced environments.
How to prepare for a job interview at Goldman Sachs Bank AG
✨Showcase Your Bilingual Skills
Since fluency in Portuguese and English is a requirement, be prepared to demonstrate your language skills during the interview. You might be asked to switch between languages or discuss your experience working with Portuguese-speaking clients.
✨Highlight Your Attention to Detail
Given the nature of wealth management, attention to detail is crucial. Prepare examples from your past work where your meticulousness led to successful outcomes, especially in managing client accounts or executing trades.
✨Demonstrate Your Team Player Attitude
The role involves working closely with Private Wealth Advisors and other teams. Be ready to share experiences that showcase your ability to collaborate effectively and support your colleagues in achieving common goals.
✨Prepare for Fast-Paced Scenarios
This position requires adaptability in a fast-paced environment. Think of instances where you successfully managed multiple projects with competing deadlines, and be ready to discuss how you prioritised tasks and maintained quality under pressure.
