Private Wealth Management, Wealth Management Professional, Analyst, London
Private Wealth Management, Wealth Management Professional, Analyst, London

Private Wealth Management, Wealth Management Professional, Analyst, London

Full-Time 28800 - 48000 £ / 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 with a commitment to diversity.
  • Benefits: Enjoy professional development, wellness programs, and a supportive work environment.
  • Why this job: Make a real impact in the financial world while building valuable relationships.
  • Qualifications: 1-3 years of relevant experience and strong MS Office skills required.
  • Other info: Fast-paced environment with opportunities for growth and collaboration.

The predicted salary is between 28800 - 48000 £ per year.

Our Impact

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.

Your Impact

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 Fulfil 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 onboarding 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, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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

Goldman Sachs is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets tradition. With a strong commitment to diversity and inclusion, employees benefit from extensive training and development opportunities, as well as a supportive culture that encourages personal and professional growth. The firm’s focus on client service and operational excellence ensures that Wealth Management Professionals can thrive while making a meaningful impact on high net worth clients' financial futures.
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Contact Detail:

Goldman Sachs Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Wealth Management, Wealth Management Professional, Analyst, London

✨Network Like a Pro

Get out there and connect with people in the Private Wealth Management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

✨Show Off Your Skills

When you get the chance to chat with potential employers, make sure to highlight your operational background and MS Office skills. Be ready to share examples of how you've managed multiple projects or improved processes. We want to see that you can bring value to the team!

✨Prepare for the Interview

Do your homework on the company and the role. Understand their approach to wealth management and think about how your experience aligns with their needs. We recommend practising common interview questions and preparing some thoughtful questions to ask them too!

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.

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
Communication Skills
Relationship Building
MS Office Proficiency
Analytical Skills
Adaptability
Confidentiality
Integrity
Ethical Standards
Judgment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Wealth Management role. Highlight your operational background and any relevant experience in client service management to catch our eye!

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. Be genuine and let your personality come through.

Showcase Your Skills: We love seeing proficiency in MS Office, especially Excel and PowerPoint. If you've got any projects or examples that demonstrate your attention to detail and organisational skills, make sure to include them!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Goldman Sachs

✨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 help you engage in meaningful conversations with the interviewers.

✨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 various tasks. Highlight your attention to detail and how it contributed to successful outcomes.

✨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 confidently. Consider preparing a few scenarios where you had to explain complex financial concepts in simple terms.

✨Prepare Questions for Your Interviewers

Interviews are a two-way street! Prepare insightful questions about the company culture, team dynamics, and the specific challenges faced by the PWM team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Private Wealth Management, Wealth Management Professional, Analyst, London
Goldman Sachs

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