Wealth Advisory Analyst – Bengaluru

Goldman Sachs Group, Inc.; Hinoba-an; On-site; PHP 600,000 - 900,000; Full time

Job summary

Goldman Sachs is seeking a detail-oriented operations professional to support the Executive Wealth (EW) team within Wealth Management in the Philippines. You will triage inquiries, track client priorities and collaborate with Advisor teams to deliver personal financial planning, investment planning and tax services to high-net-worth clients.

You will work with Wealth Advisor teams to support AYCO clients, leverage your operations experience to contribute to a growing business, and help resolve

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field is required. MBA, CA, or CFA credentials preferred.
• Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
• Demonstrated excellent verbal and written communication skills
• Demonstrated ability to multi-task in a fast-paced environment

Responsibilities

• Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities
• Assist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals
• Work closely with Wealth Advisor teams to support their AYCO clients
• Leverage your operational background and experience to contribute to a growing business
• Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
• Manage cash balances and private banking services in accounts
• Resolve time sensitive client service-related issues, including complex situations
• Plan and manage new account onboarding process, asset transfers and other account service requests
• Managing the pipeline of new business opportunities in Salesforce
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Facilitate various aspects of client portfolio performance reporting and analysis
• Assist with tax activities, including tax return quality control, estimated payments, e-filing
• Interface with internal groups to complete various investment and operational tasks.
• Complete positive/negative consent client emails, handle exception tracking and comments.

Skills

Confidentiality

Attention to detail

Client service

Communication skills

Multitasking

Problem-solving

Education

Bachelor’s degree in Finance/Accounting or related field

MBA, CA, or CFA credentials preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Goldman Sachs is seeking a detail-oriented operations professional to support the Executive Wealth (EW) team within Wealth Management in the Philippines. You will triage inquiries, track client priorities and collaborate with Advisor teams to deliver personal financial planning, investment planning and tax services to high-net-worth clients.

You will work with Wealth Advisor teams to support AYCO clients, leverage your operations experience to contribute to a growing business, and help resolve