Asset and Wealth Management Professional

4 weeks ago

Bengaluru, Karnataka, India Goldman Sachs Full time

About Goldman Sachs

We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base. Our commitment to our clients, shareholders and the communities we serve drives our growth.

Wealth Management

Our 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.

Job Responsibilities

Wealth Management Professionals work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They 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.

Key Responsibilities:

  • 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

Requirements

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 onboarding, 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 proactive time management and task completion follow-through

About Goldman Sachs

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.

  • Asset & Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About This RoleWe are seeking a highly skilled and motivated professional to join our team as an Asset & Wealth Management Professional. In this role, you will be responsible for providing exceptional client service and support to our clients and operational teams in the implementation of new client accounts, trade execution, liquidity management, and...

  • Asset & Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About This RoleWe are seeking a highly skilled and motivated professional to join our team as a Asset & Wealth Management Professional. In this role, you will be responsible for providing exceptional client service and support to our clients and operational teams.Key ResponsibilitiesProvide client service management support to our clients and operational...

  • Asset and Wealth Management Professional

    1 month ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we empower our clients and customers to reach their financial goals through our commitment to innovation, excellence, and client service. Our 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...

  • Asset & Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Role OverviewAt Goldman Sachs, we are seeking a highly skilled and experienced professional to join our Asset & Wealth Management team as an Underwriting Associate. This role will be based in Bengaluru and will be responsible for the underwriting of loans to GS Private Wealth Management clients.Key ResponsibilitiesEvaluate all risk and economic implications...

  • Asset and Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base. Our Asset and Wealth Management division is dedicated to delivering long-term performance to our clients, overseeing more than $2 trillion in assets under...

  • Asset and Wealth Management Professional

    1 month ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are a leading global financial services firm providing investment banking, securities, and investment management services to a diverse client base. Our Asset and Wealth Management division offers a dedicated partnership and focus on long-term performance, overseeing more than $2 trillion in assets under supervision.ResponsibilitiesTrack...

  • Asset and Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are 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 individuals. Our commitment to innovation, collaboration and excellence drives our success and enables...

  • Asset and Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base. Our Asset and Wealth Management division connects people, capital and ideas to help solve problems for our clients.Key ResponsibilitiesTrack and analyze investor and...

  • Asset and Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Wealth ManagementAt Goldman Sachs, our wealth management businesses empower clients and customers to reach their financial goals. Our advisor-led teams 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,...

  • Asset and Wealth Management Leader

    2 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Role OverviewWe are seeking a highly skilled Asset and Wealth Management Leader to join our team. The ideal candidate will have a strong background in financial services and experience in leading product development initiatives.Key ResponsibilitiesDevelop and execute product strategies to drive growth and innovation in our wealth management...

  • Asset & Wealth Management Specialist

    3 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, our Asset & Wealth Management division plays a critical role in helping our clients achieve their financial goals. We are seeking a skilled and detail-oriented Asset & Wealth Management Specialist to join our team.Key Responsibilities:Contribute to new business development initiatives by analyzing revenue and profitability of our...

  • Asset Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, we are committed to providing our clients with exceptional investment and advisory services. As a key member of our Asset & Wealth Management Division, you will play a critical role in helping us achieve this goal.Job SummaryWe are seeking a highly skilled and motivated professional to join our Multi-Asset Solutions team. As a Multi-Asset...

  • Asset & Wealth Management Analyst

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, we are committed to delivering exceptional investment and advisory services to our clients. Our Asset & Wealth Management Division is a leading player in the industry, with a focus on long-term performance and client satisfaction.Job SummaryWe are seeking a highly skilled and motivated Asset & Wealth Management Analyst to join our team in...

  • Strategic Relationship Manager

    5 days ago

    Bengaluru, Karnataka, India DBS Bank Full time

    About the RoleAs a Strategic Relationship Manager for DBS Bank, you will be responsible for delivering exceptional customer experiences while driving growth in wealth and asset management.About YouWe are seeking a highly motivated and experienced individual with a strong background in sales and relationship management. Your expertise in financial planning,...

  • Asset & Wealth Management Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    OverviewGoldman Sachs is seeking a skilled Asset & Wealth Management Specialist to join our team. As a key member of our Private Bank Lending group, you will be responsible for evaluating loan applications and providing guidance on lending strategies to clients.ResponsibilitiesEvaluate loan applications and assess credit riskDevelop and maintain...

  • Asset Management Professional

    1 month ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsGoldman Sachs is a leading global investment banking, securities, and investment management firm. Our headquarters is in New York, and we maintain significant offices in London, Bengaluru, Mumbai, Tokyo, Hong Kong, and other financial centers around the world.Job DescriptionWe are seeking a highly skilled and motivated professional to join...

  • Asset and Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are 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 individuals.Asset ManagementWe provide clients around the world with a dedicated partnership and focus...

  • Asset and Wealth Management Professional

    1 month ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we're dedicated to connecting people, capital, and ideas to drive meaningful solutions for our clients. As a leading global financial services firm, we provide a wide range of investment banking, securities, and investment management services to a diverse client base.Asset ManagementWe're passionate about delivering...

  • Data Analytics Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Transforming Asset and Wealth Management with Data InsightsGoldman Sachs seeks an experienced Data Analytics Specialist to join our Asset and Wealth Management team. As a key member of our operations, you will be responsible for delivering business and artificial intelligence analytics initiatives that drive value and growth.Key Responsibilities:Develop and...

  • Global Change Manager

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, we're committed to helping our clients, shareholders, and communities grow. As a Global Change Manager - Asset & Wealth Management, you'll play a key role in leading high-priority initiatives within our Asset and Wealth Management (AWM) division.Key Responsibilities:Work alongside Deal Execution teams, Sales, Product Managers, Operations,...