Associate Wealth Management Professional - Private Wealth Management in London

Overview

Private Wealth Management (PWM) focuses on building and maintaining relationships with high net worth individuals, their families, family offices, and foundations. PWM helps clients grow and protect their financial assets by designing long-term asset allocation strategies tailored to each client's risk tolerance, and grants access to innovative investment opportunities. The team provides bespoke investment plans and a comprehensive range of wealth management services, including private banking and trust services.

Key Responsibilities

• Utilize your operational expertise to support the growth of the PWM business.
• Collaborate closely with Private Wealth Advisors to support clients effectively.
• Identify opportunities and coordinate wealth advisory services for clients.
• Oversee advising business implementation and portfolio rebalancing.
• Manage cash balances and private banking services within client accounts.
• Act as a primary liaison with other departments supporting PWM operations.
• Plan and oversee the onboarding of new client accounts.

Candidate Requirements

• Between three and five years of relevant professional experience.
• Danish or Norwegian language proficiency is preferred but not mandatory.
• Strong skills in MS Office applications including Excel, PowerPoint, Word, and Outlook.
• Excellent organizational skills with meticulous attention to detail and execution.
• Ability to manage multiple projects simultaneously under tight deadlines.
• A cooperative team member with a positive attitude and dedication to high work standards.
• Effective communication abilities, both written and verbal.
• Adaptability to fast-moving work environments and diverse industries.
• Self-motivated with strong analytical and independent judgment capabilities.
• Skilled at fostering relationships with senior leadership and global partners.
• Business acumen with discretion in handling highly sensitive and confidential information.
• Upholds integrity, ethical principles, and sound decision-making.

About the Employer

Goldman Sachs is a premier global investment banking, securities, and investment management firm, founded in 1869 and headquartered in New York, with offices worldwide. The firm values diversity and inclusion, offering numerous opportunities for professional and personal development, including comprehensive training, wellness programs, and support networks. Goldman Sachs is committed to accommodating candidates with disabilities through their recruitment process.

Equal Opportunity Statement

Goldman Sachs is an equal opportunity employer that does not discriminate based on race, color, religion, sex, national origin, age, veteran status, disability, or any protected characteristic by law.