Asset & Wealth Management, Client Solutions Group, Third Party Wealth, Associate - Hong Kong

6 days ago

Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time
Asset & Wealth Management, Client Solutions Group, Third Party Wealth, Associate - Hong Kong

Hong Kong, Hong Kong

Job Description

ASSET & WEALTH MANAGEMENT
Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are:

  • Investors, spanning traditional and alternative markets offering products and services
  • Advisors, understanding our clients' priorities and poised to help provide investment advice and strategies that make sense for their portfolios
  • Thought Leaders, providing timely insights across macro and secular themes to help inform our clients' investment decisions
  • Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique.

GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

Third Party Wealth

Based in Hong Kong, the individual will be joining the GSAM's South and Southeast Asia Client Business Team with a focus on broadening and deepening relationships via seamless client onboarding, documentation management, and ongoing client servicing in the Private Banking and Retail Banking client channels in Hong Kong.

  • Collaborate with internal departments to provide relevant and timely market and product information and day to day support.
  • Respond to client inquiries and assist the sales team in preparing presentations and materials for external use.
  • Maintain and manage product collateral for offerings, particularly the Chinese translations
  • Support clients through the implementation, client onboarding, and training activities.
  • Ensure compliance with regulatory requirements and internal procedures during client interactions.
  • Organize marketing collateral and manage digital initiatives to support sales activities.
  • Deliver timely and accurate sales reports, track client activities, and monitor pipeline status.
  • Maintain accurate, up-to-date records in CRM systems and other databases.
  • Analyze sales trends, product performance, and client feedback to support strategic decisions.
  • Assist with meetings, events, and conferences, including handling logistics and post-event follow-ups.

Basic Qualifications:

  • Bachelor's degree in Finance, Business, or a related field.
  • At least 2 years of experience in sales support, asset management, or wealth management.
  • Proficient in CRM systems, Microsoft Office Suite (Excel, PowerPoint, Word), and data analytics tools like Morningstar.
  • Strong attention to detail and ability to manage multiple priorities effectively.
  • Familiarity with asset management products, financial markets, and client relationship management.
  • Proven ability to build relationships through active listening and delivering client service to the highest standards.
  • Ability to demonstrate a client centric and outcome focused mindset.
  • Self-motivated team player with the ability to work collaboratively and effectively in a collegial, fast moving, demanding, and dynamic environment.
  • Impeccable integrity and trustworthiness.
Job Info
  • Job Identification 140801
  • Job Category Analyst
  • Posting Date 02/18/2025, 08:38 AM
  • Locations Hong Kong, Hong Kong
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