Asset & Wealth Management-PWM WSS Asia- Analyst- Bengaluru
Goldman Sachs · Posted Nov 2
Investment banking, securities, asset management, and wealth management services
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About the role
The Wealth Management division at Goldman Sachs provides financial planning, investment management, banking and advice to high-net-worth clients. This Analyst/Wealth Service Specialist role supports PWM sales teams with client service, operational management and risk oversight. The role handles account onboarding, asset transfers, maintenance, cash oversight, compliance and Salesforce pipeline management.
What you will do
- Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services
- Perform new account onboarding, asset transfers, account maintenance and other account service requests
- 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 client/account related activities
- Assist with various aspects of client portfolio performance reporting
- Facilitate cash balance oversight and private banking services in accounts
- Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards
- Resolve time sensitive client service-related issues, including but not limited to complex situations
- Managing the pipeline of new business opportunities in Salesforce
Skills used in this role
What the employer is looking for
- Four-year degree or higher in Management, Finance, Accounting or Economics.
- In depth understanding of Processes and Procedures for client on boarding, 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 pro-active time management and task completion follow through.
Benefits and support
- training and development opportunities
- firmwide networks
- wellness offerings
- personal finance offerings
- mindfulness programs
About Goldman Sachs
The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management, and consumer banking to a diverse client base. Established in 1869 and headquartered in New York City, the firm serves corporations, financial institutions, governments, and high-net-worth individuals worldwide.
- Industry
- Investment Banking
- Company size
- 47400+ employees
- Founded
- 1869
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
President and Chief Operating Officer
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