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Private Wealth Management, Wealth Management Professional, Analyst, Frankfurt

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Goldman Sachs

Sep 15

Applications are closed

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • Frankfurt

Requirements

  • Requirements
  • Bachelor’s degree
  • 0-3 years of prior work experience in a relevant field
  • Native or Fluent German language skills are essential
  • Candidates may be required to pass exams related to MiFID II K&C and/or NFA Swap
  • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
  • Highly organized with exceptional attention to detail and follow-through
  • Strong ability to manage multiple projects with competing deadlines
  • Team player with positive attitude and strong work ethic
  • Strong communication skills (written and verbal)
  • Ability to work in a fast-paced environment
  • Ability to adapt quickly to a variety of industries and businesses
  • Ability to self-direct, analyze and evaluate and form independent judgments
  • Ability to effectively interact and build relationships with senior management and global stakeholders
  • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
  • Integrity, ethical standards and sound judgment

Responsibilities

  • Leverage your operational background and experience to contribute to a growing business
  • Work closely with 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 transaction

FAQs

What is the primary role of a Wealth Management Professional at Goldman Sachs?

The primary role of a Wealth Management Professional is to provide client service management support to PWM clients and operational support to sales teams, ensuring effective implementation of new client accounts, trade execution, liquidity management, and maintenance of existing clients.

What kind of clients does Private Wealth Management (PWM) cater to?

PWM caters to high net worth individuals, their families, family offices, and foundations, helping them build and preserve their financial wealth through customized investment strategies.

Is prior experience required for this position?

No, 0-3 years of prior work experience in a relevant field is acceptable, making the position suitable for recent graduates or those with limited experience.

Are German language skills necessary for this role?

Yes, native or fluent German language skills are essential for this position.

What type of educational background is preferred for applicants?

A Bachelor’s degree is required for applicants seeking this position.

What software skills are necessary for this job?

Proficient to advanced skills in MS Office, including Excel, PowerPoint, Word, and Outlook, are necessary for this job.

How should candidates approach managing multiple projects?

Candidates should possess strong organizational skills with exceptional attention to detail and the ability to effectively manage multiple projects with competing deadlines.

What characteristics are important for a successful candidate?

A successful candidate should be a team player with a positive attitude, strong work ethic, excellent communication skills, and should be adaptable to a fast-paced environment.

What kind of ethical standards are expected from candidates?

Candidates are expected to demonstrate integrity, sound judgment, and adhere to high ethical standards, especially when dealing with confidential or sensitive information.

How does Goldman Sachs support diversity and inclusion within the workplace?

Goldman Sachs is committed to fostering and advancing diversity and inclusion by providing opportunities for professional and personal growth, including training, development, benefits, wellness, and networking programs.

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Goldman Sachs

Finance
Industry
10,001+
Employees
1869
Founded Year

Mission & Purpose

Goldman Sachs is a global investment banking, securities, and investment management firm. They offer a range of financial services to corporations, financial institutions, governments, and individuals. Goldman Sachs' primary activities include investment banking, asset management, securities trading, and providing advisory services. Their ultimate mission is to be a leading global financial institution, providing superior financial expertise and solutions to their clients. The purpose of Goldman Sachs is to help their clients achieve their financial goals, manage risk, and navigate complex markets. They aim to drive economic growth, foster innovation, and create long-term value for their clients, shareholders, and the communities they operate in. Goldman Sachs is committed to upholding the highest standards of integrity, professionalism, and client service, serving as a trusted partner and advisor in the world of finance.

Culture & Values

  • Partnership

    We prioritize collaboration and believe in the strength of the collective, creating a culture that fosters teamwork and belonging in the pursuit of professional and personal growth.

  • Client Service

    We lead with a service mindset, working to earn our clients’ trust and exceed their expectations by understanding and overdelivering on their goals.

  • Integrity

    We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of pride in our firm.

  • Excellence

    We aspire to nothing less than excellence, striving for exceptional performance and superior results for our clients, our shareholders, and our communities.

Benefits

  • Holiday and Vacation Policies

    We offer competitive vacation policies based on employee level and office location. This is in addition to any number of statutory and public holidays as determined by each office. 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

    The firm provides a number of resources and offerings designed to help our employees achieve their personal financial goals. 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 — from buying a home, to navigating market volatility and investments, legacy and estate planning, tax strategies, and will preparation.

  • 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.

  • Childcare / Family Care

    In some offices, 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.

  • Flexible Working

    Based on manager approval, the following arrangements may be available to help employees meet their personal and family responsibilities: part-time schedules, job sharing, telecommuting, and alternate hours.

OpportunitiesView all

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