Private Wealth Management, Wealth Management Professional, Client Outreach Team, Analyst/Senior Analyst, London location_on London, Greater London, England, United Kingdom
Opportunity Overview
CORPORATE TITLE:
Analyst OFFICE LOCATION(S):
London JOB FUNCTION:
Sales Support DIVISION:
Asset & Wealth Management 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. The Client Outreach Team sits within the PWM Centre of Excellence and aims to create a smooth front-to-back client onboarding process, working directly with clients and closely with sales teams, operations, and other stakeholders to open accounts in an efficient and streamlined way. YOUR IMPACT A
Wealth Management Professional
within the Client Outreach Team provides a seamless account opening experience to PWM's largest clients, working directly with advisors across the business to onboard them in an efficient and timely manner while at the same time refining processes and creating best practices for the benefit of the PWM business as a whole. How you will fulfill your potential: Leverage your operational background and experience to contribute to a growing business Plan and manage new account onboarding process Work closely with Private Wealth Advisors to support the onboarding of their PWM clients Work directly with clients to onboard them into PWM Develop an understanding of client structures Apply knowledge of Goldman client structures and jurisdictional nuances to different situations Apply knowledge of regulatory requirements and internal policies Create efficiencies and best practices to be shared more widely Serve as a key liaison to other areas supporting the onboarding of PWM clients Partner with Client Onboarding Team, Compliance, Legal, and Operations 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 a 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. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
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Analyst OFFICE LOCATION(S):
London JOB FUNCTION:
Sales Support DIVISION:
Asset & Wealth Management 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. The Client Outreach Team sits within the PWM Centre of Excellence and aims to create a smooth front-to-back client onboarding process, working directly with clients and closely with sales teams, operations, and other stakeholders to open accounts in an efficient and streamlined way. YOUR IMPACT A
Wealth Management Professional
within the Client Outreach Team provides a seamless account opening experience to PWM's largest clients, working directly with advisors across the business to onboard them in an efficient and timely manner while at the same time refining processes and creating best practices for the benefit of the PWM business as a whole. How you will fulfill your potential: Leverage your operational background and experience to contribute to a growing business Plan and manage new account onboarding process Work closely with Private Wealth Advisors to support the onboarding of their PWM clients Work directly with clients to onboard them into PWM Develop an understanding of client structures Apply knowledge of Goldman client structures and jurisdictional nuances to different situations Apply knowledge of regulatory requirements and internal policies Create efficiencies and best practices to be shared more widely Serve as a key liaison to other areas supporting the onboarding of PWM clients Partner with Client Onboarding Team, Compliance, Legal, and Operations 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 a 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. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
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