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Private Wealth Management, Wealth Management Professional, Analyst, Zurich

Goldman Sachs -
Zürich, ZH

Soumettre votre candidature

Détails de l'emploi

100%

Avantages

Aide à la prise en charge et aux soins des enfants ou des parents
Congé parental payé
Logement

Qualifications

Microsoft Powerpoint
Microsoft Excel
Microsoft Outlook
Traitement de texte
Anglais
Microsoft Office
Niveau Licence
Compétences en communication
Allemand

Description complète du poste

OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT

A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, liquidity management, and ongoing maintenance of existing clients:

Work closely with Private Wealth Advisors to support their PWM high profile clients
Manage the client on-boarding process
Serve as a key liaison to other areas supporting the PWM Business including divisional Compliance, Legal and Tax. Perform daily cash management including making wire payments, asset transfers, booking journals and receipts
Perform ongoing account maintenance including approvals to facilitate the trading of certain products
Provide overview of client reporting and web capabilities to potential new clients
Process subscriptions and redemptions of Alternative Investments, fund capital calls and respond to general queries associated with these investments
Manage general project work including implementing regulatory changes
Lead or participate in the divisional efforts to improve efficiencies with the PWM Business
Resolve ad hoc client queries
Cross cover the Financial Analyst role including trading functions

REQUIREMENTS

Fluent German and English language skills is a requirement
Commercial apprenticeship in the financial industry or Bachelor’s degree
1-2 years of prior work experience in a relevant field
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communication skills
Strong organizational and interpersonal skills
Ability to multi-task and work with numerous colleagues and desks across the Firm
Detail-oriented
Time management and the ability to prioritize
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity
Region specific qualifications (CWMA Level 1 (Zurich)) to be completed within 3 months

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. 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. : https://www.goldmansachs.com/careers/footer/disability-statement.html

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.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLESenior Analyst

OFFICE LOCATION(S)Zurich

JOB FUNCTIONSales Support

DIVISIONAsset & Wealth Management

Soumettre votre candidature

Affinez votre recherche

wealth management advisor emplois - zürich zh

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Wealth Management - PWA - Associate/VP - Zurich

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Financial Crime Compliance Officer in the Area of CDB Compliance 100% (f/m/d)

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Mortgage Officer (French-Speaking) - Romandie Region 100% (f/m/d)

Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%

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Account Manager - Software & Data

Deferred Compensation Specialist (f,m,d) - 100%

Anti-Financial Crime Advisor (m/w/d)

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Head of Strategic Finance Projects

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