Private Wealth Management Analyst: Client Ops & Advisory

Goldman Sachs Group; Paris; Hybrid; EUR 65,000 - 90,000; Full time

Job summary

Goldman Sachs is seeking a Wealth Management Professional (Analyst) in Paris to deliver client service support and assist Private Wealth Advisors in managing PWM clients, new accounts, and investment transactions.

You will coordinate onboarding, reconcile trades, monitor cash and private banking services, and collaborate with global stakeholders to enhance client reporting and web capabilities in a fast-paced environment.

Qualifications

• 1-3 years of experience in a relevant field.
• Fluency in English.
• Proficient to advanced MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organised with attention to detail and follow-through.
• Strong ability to manage multiple projects with deadlines.
• Team player with strong work ethic.
• Strong communication skills, written and verbal.
• Ability to work in a fast-paced environment.
• Ability to adapt quickly to a variety of industries and businesses.
• Ability to self-direct, analyse and evaluate and form independent judgments.
• Ability to effectively interact and build relationships with senior management and global stakeholders.
• Discretion with highly confidential/sensitive information.
• Integrity, ethical standards and sound judgement.

Responsibilities

• Provide client service management support to PWM clients.
• Support Wealth Advisors in client onboarding, trade execution, liquidity management and maintenance.
• Identify opportunities for advisory services within client base.
• Manage advisory business implementation and re-balancing.
• Manage cash balances and private banking services in accounts.
• Coordinate with other areas supporting the PWM business.
• Plan and manage new account onboarding.
• Provide overview of client reporting and web capabilities to potential clients.
• Execute, process and reconcile trading and other transactions.

Skills

English fluency

Organizational skills

Attention to detail

Multi-project management

Team player

Communication skills

Adaptability to fast-paced environment

Independent judgment

Relationship building

Integrity and sound judgement

Tools

MS Office Suite

Job description

Goldman Sachs is seeking a Wealth Management Professional (Analyst) in Paris to deliver client service support and assist Private Wealth Advisors in managing PWM clients, new accounts, and investment transactions.

You will coordinate onboarding, reconcile trades, monitor cash and private banking services, and collaborate with global stakeholders to enhance client reporting and web capabilities in a fast-paced environment.