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Asset and Wealth Management - Wealth Management Professional - Analyst - Bengaluru

Goldman Sachs

Goldman Sachs

IT, Accounting & Finance
Bengaluru, Karnataka, India
Posted on Thursday, June 6, 2024

Job Description

About Goldman Sachs

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer businessprovides digital solutionsfor customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Job Responsibilities:

  • Wealth Management Professionals (WMPs) work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. WMPs are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential:
  • Liaise with PWM teams to support clients
  • Facilitate initial onboarding of client relationships and subsequent account maintenance
  • Participate in ongoing monitoring of client relationships including the rolling review of clients and accounts
    • Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards
    • Review and understand policy requirements, internally source documentation, prepare client reach-out requests for PWM teams to review, raise any internal actions required and liaise with broader PWM teams to fully close out cases

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively? Our Wealth Management Professionals support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business.

Basic Qualifications:

  • Four-year degree or higher in Management, Finance, Accounting or Economics.
  • In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding.
  • Acquaintance with different financial instruments (Stocks,Options,Fixed Income,Debt)
  • Prior experience in wealth management operations or investment process implementation is a plus.
  • Excellent organizational skills.
  • Superior written and verbal communication skills.
  • Ability to maintain a high level of confidentiality
  • Enthusiastic and positive approach to problem-solving and client service.
  • Proven track record with cross training, task-sharing and mutually supportive teamwork.
  • Innovative thought processes and pro-active time management and task completion follow-through.

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.


We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html


Please note that our firm has adopted a COVID-19 vaccination requirement for employees who work onsite at any of our U.S. locations to safeguard the health and well-being of all our employees and others who enter our U.S. offices. This role requires the employee to be able to work on-site. As a condition of employment, employees working on-site at any of our U.S. locations are required to be fully vaccinated for COVID-19, and to have either had COVID-19 or received a booster dose if eligible under Centers for Disease Prevention and Control (CDC) guidance, unless prohibited by applicable federal, state, or local law.


Applicants who wish to request for a medical or religious accommodation, or any other accommodation required under applicable law, can do so later in the process. Please note that accommodations are not guaranteed and are decided on a case by case basis.


© The Goldman Sachs Group, Inc., 2024. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.