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.
Are you looking for a new challenge in a dynamic, international environment? Do you have excellent communication skills alongside the ability to organise yourself and others around you effectively? Are you interested in a broad range of responsibilities and are you numerate?
We are looking for a Wealth Management Professional to join our Private Wealth Management Team. As a WMP you will act as a central point of contact providing an array of support work to a team of Private Wealth Advisors in servicing ultra-high net worth clients.
We're a team of trusted experts who provide innovative investment solutions to help our clients meet their financial goals. From private wealth to asset management, we work with specialists and groups from around the firm to help high-net-worth individuals and institutions across various industries navigate changing markets and make smart investments. We value self-starters with an entrepreneurial spirit, but still provide the support and resources to ensure your success.
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.
A Wealth Management Professional in Private Wealth Management provides relationship management and support to Private Wealth Management teams by providing ongoing client service, serving as a key liaison to intermediaries and clients' advisors and managing the investment process. Wealth Management Professionals will be the main point of contact with clients in managing the on boarding process as well as the ongoing operational experience for the client. They play an integral role in the team in identifying business growth opportunities through existing client wallet share, intermediary referrals and additional wealth advisory service opportunities.
RESPONSIBILITIES AND QUALIFICATIONS
HOW YOU WILL FULFILL YOUR POTENTIAL
Daily interaction and troubleshooting with high profile Private Clients in addition to acting as a primary liaison for clients, custodians and others
Managing the account opening process and account maintenance in general which includes liaison with the client and the various internal teams such as divisional compliance and legal
Managing trade-booking process of all products including Mutual Funds, Equities, Bonds, Convertibles and Options, Alternative Investments and all cash products
Managing the trade settlement and reconciliation process: liaising with international trading desks, settlement and reconciliation departments to ensure complete trade settlement
Responsible for making wire payments and receipts, journal and other non-trade related deliveries/receipts
Providing overviews of our client reporting and web capabilities including training on our web capabilities
General project work
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Russian language an advantage but not essential
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communication skills
Strong organizational skills
Knowledge of Windows technology (Outlook, Excel and Word)
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.