Wealth Onboarding Specialist

Goldman Sachs Bank AG; Greater London; Hybrid; GBP 32,000 - 52,000; Full time

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Benefits at Goldman Sachs

Job summary

Goldman Sachs seeks a Wealth Management Professional in the Client Outreach Team to deliver a seamless account-opening experience for PWM’s largest clients. You will work with Private Wealth Advisors to onboard clients efficiently and promptly, while improving processes and sharing best practices across the PWM business.

You will engage with clients throughout the onboarding process, build knowledge of client structures, and ensure compliance with regulatory requirements and internal policies.

Qualifications

• 1-3 years of prior work experience in a relevant field.
• 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, 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

• Use your operational experience to support a growing business
• Plan and manage the new account onboarding process
• Work closely with Private Wealth Advisors to onboard PWM clients
• Engage directly with clients throughout the PWM onboarding process
• Build an understanding of client structures
• Apply knowledge of Goldman Sachs client structures and jurisdictional requirements to a range of situations
• Apply knowledge of regulatory requirements and internal policies
• Identify efficiencies and develop best practices for broader use
• Act as a key liaison with teams supporting PWM client onboarding
• Partner with Client Onboarding, Compliance, Legal and Operations teams

Job description

Goldman Sachs seeks a Wealth Management Professional in the Client Outreach Team to deliver a seamless account-opening experience for PWM’s largest clients. You will work with Private Wealth Advisors to onboard clients efficiently and promptly, while improving processes and sharing best practices across the PWM business.

You will engage with clients throughout the onboarding process, build knowledge of client structures, and ensure compliance with regulatory requirements and internal policies.