Private Wealth Advisor — High‑Net‑Worth Client Services

Goldman Sachs

Hong Kong

On-site

HKD 500,000 - 900,000

Full time

24 hours ago
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Job summary

Goldman Sachs Private Wealth Management in Hong Kong seeks a Private Wealth Advisor to deliver tailored wealth strategies to high-net-worth clients, working closely with Sales teams and client onboarding. You will ensure smooth onboarding, documentation accuracy, regulatory compliance, and data integrity while coordinating with global resources to support clients and drive exceptional service.

The role requires 3–5 years of client service experience, strong regulatory understanding, and a

Qualifications

  • 3–5 years of work experience with previous client service experience.
  • Highly motivated and results orientated.
  • Strong understanding of risk and control framework in operations.
  • Able to manage multiple tasks or projects and deadlines.

Responsibilities

  • Ensure satisfactory client experience by providing exceptional support during onboarding, maintenance, and remediation requests;
  • Act as a single point of contact for Sales teams and external clients for account documentation queries;
  • Ensure clients’ understanding of the account documentation, Client Identification Program, and regulatory requirements during onboarding, maintenance, or remediation processes;
  • Ensure the accuracy and completeness of account documentation in accordance with firm policy and regulatory requirements;
  • Perform data input into the system for account opening, maintenance, and remediation requests;
  • Continuously identify and implement process improvements.

Skills

Client service
Regulatory awareness
Time management
Communication
Team collaboration

Job description

Goldman Sachs Private Wealth Management in Hong Kong seeks a Private Wealth Advisor to deliver tailored wealth strategies to high-net-worth clients, working closely with Sales teams and client onboarding. You will ensure smooth onboarding, documentation accuracy, regulatory compliance, and data integrity while coordinating with global resources to support clients and drive exceptional service.

The role requires 3–5 years of client service experience, strong regulatory understanding, and a

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