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Asset and Wealth Management

3 months ago


bangalore, India Goldman Sachs Full time

About Goldman Sachs 

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centres around the world.

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 business provides digital solutions for 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

The Wealth Management Leadership & Regional Management team involvement ranges from internal consulting, strategy, competitor data, expense management , along with management reporting for senior leadership Business strategy & performance management: Collaborating with Global COOs on initiatives to drive and streamline business critical projects Leadership and internal presentations: Responsible for generation, distribution, and analysis of weekly, monthly and annual management reports. Build and deliver analytical insights to the leadership that will help in forming client, sales & product strategies Analyze variances and trends underlying revenues & expenses to provide the business with regular updates through reports supported by well documented commentaries. Benchmarking against Market competitors, Client Wallet Size Analysis, GS Market share and Ranking Devise creative methodologies to improve business efficiency across markets Drive resource allocation and headcount management Analysis of critical client and advisor feedback received across the business, including management of data, synthesizing for key thematics, and creation of reports for both PWM and regional management teams

Basic Qualifications

Master’s degree of Finance, Economics, Business or Commerce. Experience in financial services industry, preferably in an analytical or strategy function Strong communication and interpersonal skills Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous Strong understanding of wealth management, investment advisory and financial planning products and landscape

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 /careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.