Private Wealth Management, Centre of Excellence, Wealth Management Professional, Analyst

Private Wealth Management, Centre of Excellence, Wealth Management Professional, Analyst, Milan

Job Description
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 onboarding 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

Fluent English language skills

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, with offices around the world.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

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