Private Wealth Management, Wealth Management Professional, Analyst, London

Goldman Sachs; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Professional in London to support client management and operations. This role involves leveraging an operational background to enhance business growth, maintain client relationships, and manage new client onboarding. The ideal candidate will be organized, adaptable, and skilled in communication, contributing significantly to the Private Wealth Management team's success.

Qualifications

• 0-3 years of relevant work experience.
• Proficiency in MS Office (Excel, PowerPoint, Word, Outlook).
• Strong written and verbal communication skills.

Responsibilities

• Providing client service management and operational support.
• Identifying and coordinating wealth advisory services.
• Managing business implementation and cash balances.

Skills

Organizational Skills

Communication

Analytical Skills

Project Management

Teamwork

Attention to Detail

Tools

MS Office

Job description

Job Description

OUR IMPACT

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 each client’s 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. Your responsibilities include:

1. Leveraging your operational background to contribute to business growth
2. Supporting Private Wealth Advisors in serving PWM clients
3. Identifying and coordinating wealth advisory services within the client base
4. Managing business implementation and re-balancing activities
5. Handling cash balances and private banking services in accounts
6. Serving as a liaison to other areas supporting PWM
7. Planning and managing the onboarding process for new accounts
8. Providing client reporting and web capabilities overview to potential clients
9. Executing, processing, and reconciling trading and investment transactions

Requirements

• 0-3 years of relevant work experience
• Proficiency in MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with strong attention to detail
• Ability to manage multiple projects with deadlines
• Team player with a positive attitude and work ethic
• Strong written and verbal communication skills
• Ability to work in a fast-paced environment
• Adaptability across industries and businesses
• Self-directed, analytical, and judgment skills
• Ability to build relationships with senior management and global stakeholders
• Discretion with confidential information
• Integrity and sound judgment

About Goldman Sachs

Goldman Sachs is committed to helping clients, shareholders, and communities grow through our people, capital, and ideas. Founded in 1869, headquartered in New York, with offices worldwide. We foster diversity and inclusion, providing opportunities for professional and personal growth, training, benefits, wellness, and mindfulness programs. Learn more at GS.com/careers.

We accommodate candidates with disabilities during our recruiting process. Details at: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2025. All rights reserved. We are an equal opportunity employer, respecting all characteristics protected by law.