Private Wealth Management, Sustainable Solutions Group, Associate, London

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.

The PWM Sustainable Solutions Group (SSG) is a team dedicated to providing our clients a holistic, differentiated platform to develop and pursue their sustainability goals. The team works closely with Private Wealth Advisors (PWAs) and firmwide resources to drive environmental, social and governance (ESG) and impact innovation, product offerings and related content tailored for wealth management clients. With the support of senior leaders and content specialists across the division and the Firm, the SSG aims to expand and commercialise our sustainability efforts in the ultra-high net worth and mid-market foundation and endowment space.

This is a client facing role. You will be required to keep abreast of financial markets, GS research and market views to discuss directly with clients. Work closely with the global SSG team to develop and implement strategies around client acquisition, growth and engagement of clients investing in ESG and impact strategies. Help PWM sales teams (EMEA-focused) maintain and enhance existing client relationships and advise on ESG and impact solutions to prospective clients. Engage with the Asset Management Division (product teams, External Investing Group, Sustainability Client Solutions, etc.) through the appropriate working groups to communicate the needs of PWM clients and support platform development. Stay abreast of the latest industry and GS innovations in sustainable finance and help bring those solutions to PWM clients. Collate content from across the firm to ensure PWM clients are kept abreast of ESG thought leadership, research and events from the whole GS network. Author proprietary content for internal and external purposes to increase awareness and engagement of ESG and impact investing. Work with internal stakeholders on tech enhancements related to ESG portfolio diagnostics and data collection and reporting across the wealth management businesses. Develop a good understanding of the Private Wealth Management business in order to deliver a holistic client service.

Requirements

• The ideal candidate will have 1-3 years of relevant work experience in financial services, investment management and business development, preferably in wealth management with some client facing experience.
• Strong understanding of portfolio construction and portfolio management.
• Passionate about sustainable finance and/or environmental or social sustainability.
• Knowledge of the ESG and impact investing landscape and with guiding client conversations in this area.
• Dedicated client services focus, commercial instinct and intellectual curiosity.
• Exemplary organizational, communication, and interpersonal skills with demonstrated ability to deal effectively at all levels within the organization.
• Experience synthesising and presenting complex information and working across various stakeholders or teams.
• CISI IAD Level 4 qualification (must be obtained within three months of employment).

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.