CIMD, PWM, Wealth Management Professional – Client Onboarding Outreach Team – Analyst/Associate – Hong Kong
Goldman Sachs
HK-Hong Kong
10天前

MORE ABOUT THIS JOB

Consumer and Investment Management (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs).

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

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 AND QUALIFICATIONS

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Ensure satisfactory client experience by providing exceptional support during onboarding, maintenance, and remediation requests;
  • Act as a single point of contact for Sales teams and external clients for account documentation queries;
  • Ensure clients’ understanding of the account documentation, Client Identification Program, and regulatory requirements during onboarding, maintenance, or remediation processes;
  • Ensure the accuracy and completeness of account documentation in accordance with firm policy and regulatory requirements;
  • Perform data input into the system for account opening, maintenance, and remediation requests; and
  • Continuously identify and implement process improvements.
  • SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • 3-5 years of work experience with previous client service experience
  • SFC Paper 1 licensing required
  • Mandarin language skills (Business level) preferred
  • Highly motivated and results orientated
  • Have a high level of self-initiative to challenge and improve processes
  • Strong understanding of risk and control framework in operations
  • Has strong interpersonal skills to establish Business and Federation relationships
  • Able to manage multiple tasks or projects and manage deadlines effectively
  • Strong team player who is able to work under pressure
  • Previous client facing experience is preferred
  • ABOUT GOLDMAN SACHS

    Goldman Sachs is an equal employment / affirmative action employer Female / Minority / Disability / Vet. ? The Goldman Sachs Group, Inc.

    2015. All rights reserved.

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