Private Wealth Management, Wealth Management Professional, Analyst, Milan

Experteer Italy; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm in Milano is seeking a Wealth Management Professional to provide client service management support, assist in the implementation of client accounts, and manage cash balances. The ideal candidate should have 1-3 years of relevant experience, fluency in Italian, and strong organizational skills. This role offers a dynamic environment within a prestigious company.

Competenze

• 1-3 years of work experience in a relevant field.
• Highly organized and detail-oriented.
• Ability to adapt quickly to a fast-paced environment.

Mansioni

• Provide support in client service management and operational tasks.
• Manage new account onboarding processes.
• Work closely with Private Wealth Advisors to serve PWM clients.

Conoscenze

Fluency in Italian

Proficiency in MS Office (Excel, PowerPoint, Word, Outlook)

Strong communication skills

Exceptional attention to detail

Ability to manage multiple projects

Descrizione del lavoro

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 the context of each client’s particular 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. How you will fulfill your potential:

• 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 onboarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions

REQUIREMENTS

• 1-3 years of prior work experience in a relevant field
• Fluency in Italian is required for this role
• 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

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.