Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include : -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive andplete a number ofpliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking andprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creatingprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offerplementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, your responsibilities include :
Basic Qualifications
ABOUT GOLDMAN SACHS
At Goldman Sachs, wemit our people, capital and ideas to help our clients, shareholders and themunities 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'remitted 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 / careers.
We'remitted to finding reasonable amodations for candidates with special needs or disabilities during our recruiting process. Learn more : / / goldmansachs / careers / footer /
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Goldman Sachs is an equal employment / affirmative action employer Female / Minority / Disability / Veteran / Sexual Orientation / Gender Identity Job ID 300011712661997
Asset Wealth Wealth • Hong Kong