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Private Wealth Management, Wealth Management Professional, Analyst, Frankfurt

  • Job
    Full-time
    Junior & Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • Frankfurt

AI generated summary

  • You need fluent English, a bachelor's degree, relevant work experience, MS Office skills, attention to detail, project management ability, strong communication, adaptability, and integrity.
  • You will support Private Wealth Advisors, manage client accounts, coordinate wealth services, oversee onboarding, and handle trading transactions while liaising with various business areas.

Requirements

  • Native or Fluent English language skills are essential
  • Bachelor’s degree
  • Prior work experience in a relevant field
  • 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
  • Opening new client accounts and maintaining existing accounts
  • 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 onboarding process
  • Provide overview of client reporting and web capabilities to potential new clients
  • Execute, process and reconcile trading and other investment related transactions

FAQs

What is the main focus of the Private Wealth Management (PWM) team?

The main focus of the PWM team is to secure, develop, and manage relationships with high net worth individuals, their families, family offices, and foundations, assisting clients in building and preserving their financial wealth.

What key responsibilities does a Wealth Management Professional have?

A Wealth Management Professional provides client service management support, operational support to sales teams, coordinates wealth advisory services, opens and maintains client accounts, manages advisory business implementation, and serves as a liaison to other areas supporting the PWM business.

What educational background is required for this position?

A Bachelor’s degree is required for this position.

Are there specific language skills needed for the role?

Yes, native or fluent English language skills are essential for this role.

Is prior work experience in a relevant field required?

Yes, prior work experience in a relevant field is required for candidates applying for this position.

What software skills are necessary for this position?

Proficient to advanced skills with MS Office applications (Excel, PowerPoint, Word, Outlook) are necessary for this position.

What personal qualities are sought in candidates?

Candidates should be highly organized, detail-oriented, able to manage multiple projects with competing deadlines, possess strong communication skills, and have a positive attitude with a strong work ethic.

Does this job require any specific certifications or exams?

Yes, candidates may be required to pass exams related to MiFID II K&C and/or NFA Swap.

How does Goldman Sachs view diversity and inclusion in the workplace?

Goldman Sachs is committed to fostering and advancing diversity and inclusion, ensuring that every individual within the firm has opportunities to grow professionally and personally.

What is the work environment like for this position?

The work environment is fast-paced, and candidates should be able to adapt quickly to a variety of industries and businesses.

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.