At a Glance
- Tasks: Support high net worth clients with tailored wealth management strategies and operational excellence.
- Company: Join Goldman Sachs, a leading global investment firm with a commitment to diversity and inclusion.
- Benefits: Enjoy competitive pay, wellness programs, and opportunities for professional growth.
- Why this job: Make a real impact in the financial world while developing your skills in a dynamic environment.
- Qualifications: 1-3 years of relevant experience and strong MS Office skills required.
- Other info: Fast-paced role with excellent career advancement opportunities.
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 account on boarding 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 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
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.
Private Wealth Management, Wealth Management Professional, Analyst, London in City of London employer: Goldman Sachs Group, Inc.
Contact Detail:
Goldman Sachs Group, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Management, Wealth Management Professional, Analyst, London in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in Private Wealth Management on LinkedIn or at industry events. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and be ready to discuss how your skills align with their values.
✨Tip Number 3
Showcase your operational skills! Be ready to share examples of how you've managed multiple projects or improved processes in previous roles. This is key for a Wealth Management Professional.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Goldman Sachs.
We think you need these skills to ace Private Wealth Management, Wealth Management Professional, Analyst, London in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Wealth Management role. Highlight relevant experience and skills that align with what we’re looking for, like client service management and operational support.
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. Keep it concise but impactful!
Showcase Your Skills: We love seeing proficiency in MS Office, especially Excel and PowerPoint. If you’ve got any projects or experiences that demonstrate your organisational skills and attention to detail, make sure to include them!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter.
How to prepare for a job interview at Goldman Sachs Group, Inc.
✨Know Your Wealth Management Basics
Before stepping into the interview, brush up on your knowledge of private wealth management. Understand key concepts like asset allocation, risk tolerance, and investment strategies. This will not only show your enthusiasm for the role but also demonstrate your ability to engage in meaningful conversations with potential clients.
✨Showcase Your Organisational Skills
Given the importance of managing multiple projects and deadlines in this role, be prepared to discuss specific examples from your past experience where you successfully juggled competing priorities. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your exceptional attention to detail.
✨Demonstrate Strong Communication Skills
As a Wealth Management Professional, you'll need to communicate effectively with clients and team members. Practice articulating your thoughts clearly and concisely. Consider conducting mock interviews with a friend or mentor to refine your verbal communication skills and ensure you can convey complex financial concepts in an understandable way.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street, so come prepared with insightful questions about the company culture, team dynamics, and growth opportunities within the Private Wealth Management division. This not only shows your genuine interest in the role but also helps you assess if the company aligns with your career goals.