CWM, Private Wealth Management, Business Development Professional, Associate - Hong Kong

Employer
Goldman Sachs
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Feb 26, 2022
Closes
Mar 10, 2022
Ref
13486140
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

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: https://www.goldmansachs.com/careers/footer/disability-statement.html

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for prospective clients
  • Analyze investment portfolios for risk and return characteristics
  • Execute portfolio rebalancing and trades
  • Research internal and external investment vehicles for client asset allocation
  • Provide client service and team support
  • Source new prospective clients through cold outreach
  • Serve as team's client relationship management system expert
  • Participate in some of the team's prospective client meetings and follow up, as appropriate
  • Manage new business team meetings and associated action items
  • Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
  • Liaise with various product groups within Investment Management to respond to client needs
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Related financial services experience of 2-4 years
  • Interest in pursuing a career as a Private Wealth Advisor
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with a variety of partners across the firm
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving
  • Strong project management and organizational skills
  • Series 7 and 63 required (must be obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy


© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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