Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru

Job Category Analyst YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets have the desire to work closely with high net worth individuals and the ability to think outside the box Our client service professionals provide proactive financial counseling full-service implementation including tax preparation and investments to address complexities of executives entrepreneurs and high net worth individuals We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail strong communication skills and client service are essential to maintaining and enhancing our business OUR IMPACT 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 Goldman Sachs Ayco Goldman Sachs Ayco Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce and leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees Ayco believes companies best serve their stakeholders and the greater economy when their employees financial lives are clear understood and in their control Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines including employee benefit planning JOB SUMMARY AND RESPONSBILITIES Serving as the primary operational driver of the Executive Wealth EW team by triaging incoming inquiries and tracking client priorities Asist Advisor teams who work one-on-one with individual and or corporate clients providing comprehensive personal financial planning investment planning and tax services to corporate employees executives and other high-net-worth individuals Work closely with Wealth Advisor teams to support their AYCO clients Leverage your operational background and experience to contribute to a growing business Proactively anticipate determine and recommend solutions to meet client needs and or resolve issues surrounding investment related transactions Manage cash balances and private banking services in accounts Resolve time sensitive client service-related issues including complex situations Plan and manage new account onboarding process asset transfers and other account service requests Managing the pipeline of new business opportunities in Salesforce Prepare various reports for clients in the areas of cash flow planning income tax projections investment allocation investment performance estate flowcharts etc Facilitate various aspects of client portfolio performance reporting and analysis Assist with tax activities including tax return quality control estimated payments e-filing Interface with internal groups to complete various investment and operational tasks Complete positive negative consent client emails handle exception tracking and comments BASIC QUALIFICATIONS MBA degree with maximum 1 to 3 years of experience CFP Certified Financial Planner will be an added advantage Proficiency in Microsoft products such as Excel Word PowerPoint and Outlook 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 Must be able to be innovative pro-actively manage time and follow through to complete tasks Demonstrated excellent verbal and written communication skills Demonstrated ability to multi-task in a fast-paced environment 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 The Goldman Sachs Group Inc 2025 All rights reserved Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race color religion sex national origin age veterans status disability or any other characteristic protected by applicable law