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MORE ABOUT THIS SKILLSET
APWM Wealth Management Professionalprovides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. Responsibilities could include:
• Leverage your operational background and experience to contribute to a growing business
• Manage new account onboarding process including liaising directly with new clients
• Work in conjunction with various product groups within Investment Management to respond to client needs
• Identify opportunities for and coordinate wealth advisory services within client base
• Manage advisory business implementation and re-balancing
• Manage cash balances and private banking services other assets in client accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Plan and manage new account on boarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions
BASIC QUALIFICATIONS
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
© The Goldman Sachs Group, Inc., 2021. All rights reserved.
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