Executive Wealth Analyst: Client Strategy & Planning

Goldman Sachs Bank AG; Hinoba-an; On-site; PHP 1,200,000 - 2,400,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Health services

On-site gym

Child care

Job summary

Goldman Sachs, based in the Philippines, seeks a detail-oriented wealth management professional to support Executive Wealth clients. You will provide comprehensive personal financial planning, investment planning, and tax services to executives and other high-net-worth individuals, collaborating with Wealth Advisor teams.

You will help manage onboarding, asset transfers, and client reporting while maintaining confidentiality in a fast-paced environment and leveraging your experience to drive

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• MBA/CA/CFA credentials preferred.

Responsibilities

• Serve as the primary operational driver for the Executive Wealth team by triaging inquiries and tracking client priorities.
• Assist Advisor teams who work with high-net-worth individuals and corporate clients on financial planning and tax services.
• Support Wealth Advisor teams to back AYCO clients.
• Leverage your operational background to contribute to a growing business.
• Anticipate and resolve issues surrounding investment-related transactions.
• Manage cash balances and private banking services in accounts.
• Assist with onboarding, asset transfers and account service requests.
• Maintain the Salesforce pipeline for new business opportunities.
• Prepare reports on cash flow, tax projections, investments, and portfolio performance.
• Facilitate client portfolio reporting and analysis.
• Assist with tax activities and e-filing.
• Interface with internal groups to complete tasks.

Skills

Client service

Financial analysis

Communication

Time management

Teamwork

Problem-solving

Education

Bachelor’s degree in Finance or Accounting

MBA/CA/CFA preferred

Tools

Excel

Word

PowerPoint

Outlook

Job description

Goldman Sachs, based in the Philippines, seeks a detail-oriented wealth management professional to support Executive Wealth clients. You will provide comprehensive personal financial planning, investment planning, and tax services to executives and other high-net-worth individuals, collaborating with Wealth Advisor teams.

You will help manage onboarding, asset transfers, and client reporting while maintaining confidentiality in a fast-paced environment and leveraging your experience to drive