Private Wealth Management, Wealth Management Professional, Analyst, London

Goldman Sachs
London, United Kingdom
07 Jul 2022
13 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

Private Wealth Management
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive 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 offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

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 develops customized investment strategies and offers an array of wealth management products and services.

  • Work closely with Private Wealth Advisors to support their PWM high profile clients
  • Manage the client on-boarding process
  • Serve as a key liaison to other areas supporting the PWM Business including divisional Compliance, Legal and Tax. Perform daily cash management including making wire payments, asset transfers, booking journals and receipts
  • Perform ongoing account maintenance including approvals to facilitate the trading of certain products
  • Provide overview of client reporting and web capabilities to potential new clients
  • Process subscriptions and redemptions of Alternative Investments, fund capital calls and respond to general queries associated with these investments
  • Manage general project work including implementing regulatory changes
  • Lead or participate in the divisional efforts to improve efficiencies with the PWM Business
  • Resolve ad hoc client queries
  • Cross cover the Financial Analyst role including trading functions
  • 1 - 2 years experience
  • Commercial apprenticeship in the financial industry
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Excellent communication skills
  • Strong organizational and interpersonal skills
  • Ability to multi-task and work with numerous colleagues and desks across the Firm
  • Detail-oriented
  • Time management and the ability to prioritize
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity
  • Region specific qualifications to be completed within 2 months


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

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© 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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