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Wealth Management Professional

hace 1 mes

Zaragoza, Zaragoza, España Goldman Sachs Group, Inc. A tiempo completo

Job Title: Wealth Management Professional

About the Role:
As a Wealth Management Professional at Goldman Sachs, you will play a key role in securing, developing, and managing relationships with high net worth individuals, their families, family offices, and foundations. You will assist clients in building and preserving their financial wealth by creating and implementing long-term asset allocation strategies within the context of each client's risk tolerance. You will also provide access to innovative investment ideas and opportunities, and develop customized investment strategies to meet the unique needs of each client.

Key Responsibilities:
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
Analyze equity and fixed income portfolios for risk and return characteristics
Research internal and external investment vehicles for client asset allocation
Keep abreast of the latest events in the financial markets
Relay GS research and market views to Private Wealth Advisors
Work in conjunction with various product groups within Investment Management to respond to client needs
Assist with trading and provide client service and team support

Requirements:
Portuguese and/or Spanish language skills required
1-3 years of prior work experience in a relevant field
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