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- Tasks: Support clients and sales teams by managing accounts and coordinating wealth advisory services.
- Company: Leading global investment banking firm in Greater London with a focus on diversity.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 1-3 years of experience, strong organisational skills, and MS Office proficiency.
- Other info: Great opportunity to grow in a supportive and diverse environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading global investment banking firm in Greater London seeks a Wealth Management Professional to provide operational support to clients and sales teams. The role involves managing client accounts, coordinating wealth advisory services, and ensuring financial operations run smoothly.
The ideal candidate has:
- 1-3 years of experience
- Strong organizational and communication skills
- Proficiency with MS Office
Join us to contribute to a growing business with a commitment to diversity and inclusion.
Wealth Management Associate: Onboarding & Client Ops in London employer: Goldman Sachs
Contact Detail:
Goldman Sachs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate: Onboarding & Client Ops in London
✨Tip Number 1
Network like a pro! Reach out to current employees in wealth management or related fields on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching the firm’s values and recent news. We want to see that you’re genuinely interested in their commitment to diversity and inclusion, so be ready to discuss how you align with that.
✨Tip Number 3
Show off your organisational skills! During interviews, share specific examples of how you've managed client accounts or coordinated services in the past. We love hearing about real-life experiences!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate candidates who are eager to join our team.
We think you need these skills to ace Wealth Management Associate: Onboarding & Client Ops in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client operations. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational and communication prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your MS Office Skills: Since proficiency in MS Office is key for this role, make sure to mention any specific tools or projects where you've used these skills effectively. We appreciate candidates who can hit the ground running!
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’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Goldman Sachs
✨Know Your Wealth Management Basics
Brush up on your knowledge of wealth management principles and practices. Be prepared to discuss how you can support clients and sales teams effectively, as well as any relevant experience you have in managing client accounts.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, come ready with examples of how you've successfully managed multiple tasks or projects in the past. Highlight any tools or methods you use to stay organised, especially if they relate to financial operations.
✨Communicate Clearly and Confidently
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and respond thoughtfully to questions, demonstrating your ability to engage with clients and colleagues alike.
✨Familiarise Yourself with MS Office
Proficiency in MS Office is a must for this position. Make sure you're comfortable using Excel for data analysis and reporting, as well as PowerPoint for presentations. If you have any specific examples of how you've used these tools in previous roles, be ready to share them!
