Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments.
PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Responsibilities :
Provide advisory and transactional solutions for private wealth clients utilizing our robust execution platform featuring a multitude of global trading counterparties and issuers
Assisting in monitoring of macro sector trends and their impact on equities markets, identify trading opportunities in the equities space
Work in conjunction with equities trading, capital markets, research, and strategists to meet client needs and develop investment recommendations
Work closely with our London and NY teams to ensure ideas reach the CWM franchise globally
Serve as equities market professional to Private Wealth Advisors and clients
Work with Federation teams (operation, controllers, compliance etc) to ensure smooth settlements, risk monitoring and revenue recognition
Educate Private Wealth Advisors and clients on Equities products and opportunities
Assisting in the creation of marketing materials and market update materials
Qualifications
Minimum 3-5 years' experience in Equity Derivatives / Cash Equity across multiple sectors and regions preferred.
Structuring and pricing, OTC & securitized products would be an advantage
Ability to excel in a fast-paced, transaction-oriented environment
Experienced in Single Stock Risk Management
Keen interest in the financial markets and has solid commercial instincts
Crossed asset class knowledge preferred
Attention to detail
Good judgment and risk management
Strong quantitative skills; comfortable working with complex, structured financial products
Creative and strategic thinker
Strong combination of analytical, organizational and interpersonal skills
Strong client facing and presentation skills
Fluent Mandarin required
HK SFC paper 1 (must be obtained within first six months of employment)