Private Wealth BD Pro: Growth & Client Strategy

Goldman Sachs; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Goldman Sachs Private Wealth Management in London is seeking a Business Development Professional to work with Private Wealth Advisors, supporting wealth-strategies for PWM clients, preparing marketing presentations and assisting with portfolio analyses.

The role involves sourcing new prospective clients through outreach, partnering across product groups, and participating in team meetings as part of an apprenticeship path toward becoming a Private Wealth Advisor.

Qualifications

• At least 5 years financial markets experience within PWM, investing or sales trading.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in the financial markets and good investment sense/commercial instinct.
• Ability to multi-task and work with a variety of partners across the firm.
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to build and foster a strong network of relationships.
• Creative approach to problem solving.
• Strong project management and organizational skills.

Responsibilities

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients.
• Develop and prepare marketing presentations for prospective clients.
• Analyze investment portfolios for risk and return characteristics.
• Execute portfolio rebalancing and trades.
• Research internal and external investment vehicles for client asset allocation.
• Provide client service and team support.
• Source new prospective clients through cold outreach.
• Serve as team’s client relationship management system expert.
• Participate in some of the team’s prospective client meetings and follow up, as appropriate.
• Manage new business team meetings and associated action items.
• Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients.
• Liaise with various product groups within Investment Management to respond to client needs.

Skills

Financial markets

PWM experience

Client service

Presentation skills

Portfolio analysis

Cold outreach

Relationship building

Project management

Tools

CRM software

Job description

Goldman Sachs Private Wealth Management in London is seeking a Business Development Professional to work with Private Wealth Advisors, supporting wealth-strategies for PWM clients, preparing marketing presentations and assisting with portfolio analyses.

The role involves sourcing new prospective clients through outreach, partnering across product groups, and participating in team meetings as part of an apprenticeship path toward becoming a Private Wealth Advisor.