Wealth Management Associate: Client Support & Trades

Goldman Sachs Bank AG; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Goldman Sachs Bank AG seeks a Wealth Management Professional to support PWM client services and sales teams. You will assist with new accounts, trades, liquidity management, and ongoing maintenance, coordinating onboarding and client reporting to meet needs across product groups.

The role requires multi‑project juggling, excellent communication in English, and proficiency with MS Office. A Bachelor’s degree or apprenticeship is expected, with 1–3 years of relevant experience.

Qualifikationen

• Bachelor's degree or relevant apprenticeship.
• 1-3 years of prior work experience in a relevant field.
• Italian and German language skills required.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with exceptional attention to detail and follow-through.
• Strong ability to manage multiple projects with competing deadlines.
• Team player with positive attitude and strong work ethic.
• Strong communication skills (written and verbal) in English.

Aufgaben

• Provide client service management support to PWM clients and operational support to sales teams.
• Assist with new client accounts, trade execution, liquidity management, and maintenance.
• Support onboarding and liaise with new clients during setup.
• Process cash payments and asset transfers and reconcile trades.
• Coordinate client reporting and web capabilities for clients.
• Work with various product groups to respond to client needs.

Kenntnisse

Italian language

German language

MS Office

Highly organized

Strong communication

Team player

Ausbildung

Bachelor's degree or relevant apprenticeship

Tools

MS Office

Jobbeschreibung

Goldman Sachs Bank AG seeks a Wealth Management Professional to support PWM client services and sales teams. You will assist with new accounts, trades, liquidity management, and ongoing maintenance, coordinating onboarding and client reporting to meet needs across product groups.

The role requires multi‑project juggling, excellent communication in English, and proficiency with MS Office. A Bachelor’s degree or apprenticeship is expected, with 1–3 years of relevant experience.