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Wealth Management Professional

4 weeks ago

Étreux, Hauts-de-France, United States Goldman Sachs Full time
About This Role

We are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.

Responsibilities
  • 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 rebalancing
  • 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 on boarding process
  • Provide overview of client reporting and web capabilities to potential new clients
  • Execute, process and reconcile trading and other investment related transactions
Requirements
  • Bachelors Degree Required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in client service
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity
  • Interest in Financial Services Industry
  • Series 7 and 63 required (must be obtained within three months of employment)
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. We believe who you are makes you better at what you do and are committed to fostering and advancing diversity and inclusion in our own workplace and beyond.