Wealth Management Operations Specialist

Goldman Sachs Bank AG; Greater London; On-site; GBP 60,000 - 85,000; Full time

Job summary

Goldman Sachs in London seeks a Wealth Management Professional to provide client service management support to PWM clients and assist sales teams with new accounts, liquidity management, and ongoing maintenance.

You will collaborate with Private Wealth Advisors, coordinate wealth advisory services, manage account onboarding, cash balances, and act as a liaison to other PWM areas. This role requires 3–5 years’ experience, strong communication, and organizational skills.

Qualifications

• 3–5 years of prior work experience in a relevant field.
• Danish/Norwegian language skills are desirable.
• 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.

Responsibilities

• 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

Skills

Communication skills

Organization

Team player

Project management

Multitasking

Tools

MS Office

Job description

Goldman Sachs in London seeks a Wealth Management Professional to provide client service management support to PWM clients and assist sales teams with new accounts, liquidity management, and ongoing maintenance.

You will collaborate with Private Wealth Advisors, coordinate wealth advisory services, manage account onboarding, cash balances, and act as a liaison to other PWM areas. This role requires 3–5 years’ experience, strong communication, and organizational skills.