At a Glance
- Tasks: Drive growth in Managed Strategies, focusing on Quantitative Equity Strategies and client relationships.
- Company: Join Goldman Sachs, a leading global investment banking and management firm.
- Benefits: Diverse opportunities for professional growth, wellness programs, and a commitment to inclusion.
- Other info: Dynamic environment with a focus on collaboration and entrepreneurial spirit.
- Why this job: Make an impact in wealth management while working with high-net-worth clients and innovative strategies.
- Qualifications: 4-7 years in sales or related roles, strong market knowledge, and exceptional communication skills.
The predicted salary is between 60000 - 80000 € per year.
OUR IMPACT Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
YOUR IMPACT The PWM Managed Strategies Team is comprised of separately managed active strategies across asset classes. In particular, the team manages, executes and monitors discretionary mandates through equity strategies across structured products, equity options and delta-one equities. We are seeking a dynamic investment professional to drive growth in our Managed Strategies business, with a focus on Quantitative Equity Strategies. This role requires a candidate who can thrive in a fast-paced, markets-oriented environment, utilising innovative thinking and deep market knowledge to build and grow a successful business while delivering high-touch sales coverage to our private clients and family offices.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Drive Business Growth: Leverage your experience in public capital markets to drive AUM growth across the Managed Strategy platform.
- Strategy Expertise: Develop and maintain an advanced understanding of the team’s managed strategies, focusing on investment objectives, portfolio construction, and implementation mechanics.
- Value Proposition Delivery: Articulate complex strategy features into compelling value propositions that align with the long-term financial goals of high-net-worth clients.
- Advisory Partnership: Work closely with Private Wealth Advisors (PWAs), providing strategic coverage and support to expand existing client relationships.
- Content Leadership: Lead the creation and management of high-quality marketing materials, including pitchbooks and market commentary.
- Collaboration: Collaborate with Legal and Compliance teams to ensure all client communications and marketing initiatives adhere to strict regulatory requirements and firm standards.
- Business Development: Design and execute targeted sales campaigns and initiatives to drive business growth, leveraging market insights and quantitative data to identify new opportunities within the PWM business.
- Product Innovation: Contribute to ongoing platform enhancements and the development of innovative investment solutions.
REQUIREMENTS
- Experience: Ideally 4-7 years of experience in sales or a related role within public capital markets.
- Professional Achievement: A proven track record of academic and professional achievement.
- Market Interest: Demonstrated interest in financial, economic, and global capital markets.
- Market Knowledge: Knowledge and/or experience of a broad range of products, including fixed income, equities, FX, commodities, and/or derivatives across asset classes and structured products.
- Tax Awareness: Basic familiarity with the UK tax environment, specifically Capital Gains Tax (CGT).
- Relationship Management: Exceptional interpersonal and communication skills, with the ability to build and foster a strong network of relationships.
- Analytical Communication: Strong analytical and communication (oral and written) skills.
- Entrepreneurial Spirit: A self-motivated, autonomous worker who can also collaborate effectively within a team-oriented environment.
- Innovative Problem Solving: Creative approach to problem solving and developing innovative solutions for clients.
- Integrity and Excellence: Commitment to excellence and a high level of integrity in all professional interactions.
- Technical Proficiency: Advanced knowledge of Microsoft Office (Excel and PowerPoint) and the ability to adapt quickly to new technology platforms.
- Regulatory Compliance: Successful completion of regulatory exams required within three months of starting at the firm.
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.
Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President, London employer: Goldman Sachs
Goldman Sachs is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, the firm provides extensive training and development opportunities, alongside a culture that values diversity and inclusion. Employees benefit from a comprehensive range of wellness programs and competitive compensation packages, making it an ideal place for professionals seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President, London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you articulate why you're a great fit for the role and show that you’re genuinely interested in being part of their team.
✨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 and how it relates to the specific needs of the Private Wealth Management team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Goldman Sachs family. So, get those applications in!
We think you need these skills to ace Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President, London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the role. Highlight your experience in public capital markets and how it aligns with the responsibilities of the Investment Specialist position. We want to see how you can drive growth in our Managed Strategies business!
Showcase Your Market Knowledge:Demonstrate your understanding of financial markets and investment strategies. Use specific examples from your past experiences to illustrate your analytical skills and market insights. This will help us see your potential to thrive in a fast-paced environment.
Communicate Clearly:Your written communication should be clear and concise. Whether it's your CV or cover letter, make sure to articulate your thoughts effectively. We value strong communication skills, so let your personality shine through while maintaining professionalism.
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, you’ll find all the details you need about the position there!
How to prepare for a job interview at Goldman Sachs
✨Know Your Market
Make sure you brush up on your knowledge of public capital markets, especially in relation to quantitative equity strategies. Be prepared to discuss recent market trends and how they could impact high-net-worth clients. This will show that you’re not just familiar with the basics but are genuinely engaged with the current financial landscape.
✨Articulate Your Value Proposition
Practice explaining complex investment strategies in a way that’s easy to understand. Think about how you can align these strategies with the long-term financial goals of clients. Being able to communicate this clearly will demonstrate your ability to connect with clients and provide tailored advice.
✨Showcase Your Collaborative Spirit
Highlight your experience working with teams, especially in advisory roles. Discuss how you’ve successfully collaborated with Private Wealth Advisors or similar professionals to enhance client relationships. This will illustrate your ability to work within a team-oriented environment, which is crucial for this role.
✨Prepare for Regulatory Questions
Since compliance is key in wealth management, be ready to discuss your understanding of regulatory requirements, particularly in the UK tax environment. Familiarise yourself with Capital Gains Tax and other relevant regulations, as this knowledge will reflect your commitment to integrity and excellence in professional interactions.
