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 28800 - 48000 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 excellence.
  • Company: Join Goldman Sachs, a leading global investment firm committed 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 28800 - 48000 Β£ 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

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.

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

Goldman Sachs is an exceptional employer, offering a dynamic work environment in the heart of London where employees can thrive both professionally and personally. With a strong commitment to diversity and inclusion, the firm provides extensive training and development opportunities, comprehensive health and wellness benefits, and a supportive culture that encourages collaboration and innovation. Employees enjoy unique advantages such as on-site fitness centres, childcare services, and financial wellness programs, making it an ideal place for those seeking meaningful and rewarding careers in wealth management.
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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

✨Tip Number 1

Network like a pro! Reach out to your connections in the wealth management space, attend industry events, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings.

✨Tip Number 2

Prepare for those interviews by researching the company and its culture. Understand their approach to private wealth management and think about how your skills can contribute. Tailor your responses to show you’re not just a fit for the role, but for the team too!

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your experience in managing client relationships and your operational skills.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

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

Client Service Management
Operational Support
Liquidity Management
Attention to Detail
Project Management
MS Office Proficiency (Excel, PowerPoint, Word, Outlook)
Communication Skills (Written and Verbal)
Relationship Building
Analytical Skills
Adaptability
Discretion with Confidential Information
Team Collaboration
Self-Direction
Integrity and Ethical Standards

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 Numbers

As a Wealth Management Professional, you'll need to be comfortable with financial data. Brush up on your knowledge of asset allocation and investment strategies. Be prepared to discuss how you would approach managing a client's portfolio based on their risk tolerance.

✨Showcase Your Communication Skills

Strong communication is key in this role. Practice articulating complex financial concepts in simple terms. During the interview, demonstrate your ability to build rapport by engaging with your interviewer and asking insightful questions about their client relationships.

✨Highlight Your Organisational Skills

With multiple projects and deadlines, being organised is crucial. Prepare examples from your past experience where you successfully managed competing priorities. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

✨Demonstrate Team Spirit

This role requires collaboration with Private Wealth Advisors and other teams. Share experiences that showcase your ability to work well in a team environment. Highlight any instances where you contributed positively to team dynamics or supported colleagues in achieving common goals.

Private Wealth Management, Wealth Management Professional, Analyst, London
Goldman Sachs Group Inc
Location: London
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  • Private Wealth Management, Wealth Management Professional, Analyst, London

    London
    Full-Time
    28800 - 48000 Β£ / year (est.)
  • G

    Goldman Sachs Group Inc

    10000+
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