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.