Asset and Wealth Management-PWM WSS EMEA- Associate- Bengaluru
Goldman Sachs
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Job Description
It is also key for these colleagues to embody a client-first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management
Please note division and function examples below are representative of opportunities common for this skill-set
The list is not exhaustive, and availability of open roles is determined based on business
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
How you will fulfill your potential:
- Leverage your operational background and experience to contribute to a growing business
- 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 re-balancing
- 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
How you will fulfill your potential:
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
- Analyze equity and fixed income portfolios for risk and return characteristics
- Execute portfolio rebalancing
- Research internal and external investment vehicles for client asset allocation
- Keep abreast of the latest events in the financial markets
- Relay GS research and market views to Private Wealth Advisors
- Work in conjunction with various product groups within Investment Management to respond to client needs
- Assist with trading and provide client service and team support
- Bachelor s degree
- 3+ years of prior work experience in a relevant field
- Proficient 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 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
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
About The Company
Goldman Sachs
At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3 gs.com/social-media-disclosures
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