Private Wealth Management, Wealth Management Professional, Analyst, Milan

Goldman Sachs; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading global investment firm in Italy is seeking a Wealth Management Professional to manage client service and support sales teams. Responsibilities include leveraging operational background, managing client onboarding, and supporting wealth advisory services. The ideal candidate has 1-3 years of experience, fluency in Italian, and proficiency in MS Office. This role offers a dynamic work environment with ample growth opportunities.

Competenze

• 1-3 years of prior work experience in a relevant field.
• Integrity, ethical standards, and sound judgment required.
• Ability to effectively interact and build relationships with senior management.

Mansioni

• Provide client service management support to clients.
• Work closely with Private Wealth Advisors to support PWM clients.
• Manage advisory business implementation and re-balancing.

Conoscenze

Fluency in Italian

Proficient to advanced skills with MS Office

Strong communication skills

Highly organized

Ability to manage multiple projects

Team player

Ability to work in a fast-paced environment

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 on boarding 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 / careers.

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