Private Wealth Management, Wealth Management Professional, Analyst, Paris

Goldman Sachs; Paris; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

Une entreprise de services financiers de premier plan recherche un professionnel de la gestion de patrimoine pour fournir un soutien opérationnel et de gestion de services clients. Dans ce rôle, vous travaillerez en étroite collaboration avec des conseillers en gestion de patrimoine pour gérer les comptes clients, exécuter des transactions et garantir une expérience client exceptionnelle. Le candidat idéal aura une excellente maîtrise du français et des compétences avancées en MS Office, ainsi qu'une forte organisation et un esprit d'équipe.

Qualifications

• 0-3 years of prior work experience in a relevant field.
• Strong ability to manage multiple projects with competing deadlines.
• Ability to work in a fast-paced environment.

Responsabilités

• Leverage your operational background to contribute to a growing business.
• Work closely with Private Wealth Advisors to support their PWM clients.
• Manage cash balances and private banking services in accounts.

Connaissances

Fluent in French

MS Office (Excel, PowerPoint, Word, Outlook)

Organizational skills

Communication skills

Team player

Description du poste

Private Wealth Management (PWM)secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT

A Wealth Management Professional provides 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. How you will fulfill your potential :

• Leverage your operational background and experience to contribute to a growing business
• Work closely with Private Wealth Advisors to support their PWM clients
• 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 in 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

REQUIREMENTS

• 0-3 years of prior work experience in a relevant field
• Candidates should have fluency in French language skills
• 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)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential / sensitive information
• Integrity, ethical standards and sound judgment

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

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 / careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.