Location
London

Hours
Full Time

Salary
Negotiable

About the Role
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 tailored to each client’s risk tolerance, 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.

The Client Outreach Team, part of the PWM Centre of Excellence, supports a seamless end-to-end client onboarding experience. This team works directly with clients and partners closely with sales, operations and other stakeholders to open accounts efficiently and effectively.

As a Wealth Management Professional in the Client Outreach Team, you will deliver a seamless account-opening experience for PWM’s largest clients. You will work directly with advisors across the business to onboard clients efficiently and promptly, while improving processes and establishing best practices for the wider PWM business.

Key responsibilities include:
- Using your operational experience to support a growing business
- Planning and managing the new account onboarding process
- Working closely with Private Wealth Advisors to onboard PWM clients
- Engaging directly with clients throughout the onboarding process
- Building an understanding of client structures
- Applying knowledge of Goldman Sachs client structures and jurisdictional requirements
- Applying knowledge of regulatory requirements and internal policies
- Identifying efficiencies and developing best practices for broader use
- Acting as a key liaison with teams supporting PWM client onboarding
- Partnering with Client Onboarding, Compliance, Legal and Operations teams

Experience
1-3 years of prior work experience in a relevant field.
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
Experience working in a fast-paced environment with multiple competing deadlines.
Ability to self-direct, analyze, evaluate and form independent judgments.
Ability to effectively interact and build relationships with senior management and global stakeholders.

About you
Highly organized with exceptional attention to detail and follow-through.
Team player with a positive attitude and strong work ethic.
Strong communication skills, both written and verbal.
Ability to adapt quickly to a variety of industries and businesses.
Commercially savvy with the ability to exercise discretion regarding highly confidential and sensitive information.
Integrity, ethical standards and sound judgment.

Qualifications
Bachelor’s degree required.