CWM, Wealth Management Professional, Analyst / Associate / Vice President - Hong Kong

Goldman Sachs

Hong Kong, Hong Kong

3天前

Job Description

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals.

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.

Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

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 a Wealth Management Professional, your responsibilities include :

Serve as the liaison for clients regarding inquiries and provides team support

Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship

Drive and complete a number of compliance requirements and control related functions

Assist clients with asset transfers

Handle cash management, foreign exchange transactions, currency hedging and money markets trades

Assist teams in subscribing hedge funds, private equity funds and GSAM funds

Assist on projects related to platform development and other infrastructure issues

Handle margin related requests and queries; liaise with various operations and technology teams for day to day support

Partner with operations on all account opening / maintenance matters, including various remediation efforts.

Basic Qualifications

3 to 6 years of relevant experience

Bachelor degree

Ability to work in a fast-paced environment within a team-oriented structure

Ability to work and think clearly under pressure

Team player

Excellent analytical, communication, and interpersonal skills

Strong organizational skills and attention to detail

Knowledge of Microsoft Office software (Outlook, Excel and Word)

Cantonese and Mandarin required

HK SFC paper 1 (must be obtained within first six months of employment)

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.

Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

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