Financial Services Professional
2 weeks ago
About This Role
We are seeking a talented Financial Services Professional to join our Asset Management team. As a key member of our team, you will be responsible for providing exceptional client service and supporting our clients' investment goals.
Key Responsibilities
- Assist in the development and implementation of customized investment strategies for our clients.
- Provide exceptional client service and support to our clients and sales teams.
- Analyze and interpret market trends and data to inform investment decisions.
- Work closely with our 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.
About Our Team
Our Asset Management team is dedicated to providing exceptional client service and supporting our clients' investment goals. We are a dynamic and collaborative team that is passionate about delivering high-quality results and exceeding our clients' expectations.
About Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We believe who you are makes you better at what you do, and we are dedicated to creating an inclusive environment where everyone has the opportunity to grow professionally and personally.
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