Financial Strategist for Global Wealth Management
4 hours ago
We are seeking a highly motivated and organized Financial Strategist to join our Global Wealth Management team in Hong Kong.
About the Role- Support the COO and Asia PWM Region Heads in managerial initiatives and oversight of the PWM business
- Work closely with PWM teams on various issues, including business metric reporting and forecasting, office and team level productivity reviews, fee pricing, new business coordination, organizational planning, client analytics, and events
- Facilitate and manage cross-functional efforts on strategic initiatives and special projects related to business profitability, growth, and operations with partners in Human Capital Management, Commission Accounting, Operations, Legal, Compliance, Finance, and Technology divisions
- Create annual strategy and performance targets and track business metrics for Asia PWM teams, optimizing effectiveness and efficiency through best practice sharing and business planning strategy
The ideal candidate will have strong analytical skills, excellent interpersonal and leadership abilities, and a desire to work in a fast-paced environment. They should be able to thrive in a demanding situation, retaining good judgment and discretion.
Key responsibilities include:
- Supporting senior management in strategic initiatives and project management
- Collaborating with PWM teams to drive business results
- Managing cross-functional projects and initiatives
- Developing and tracking business metrics and KPIs
To succeed in this role, you will need:
- A Bachelor's Degree from a reputable institution
- Cantonese and Mandarin language proficiency
- Strong knowledge of Microsoft Office software (Outlook, Excel, Word)
- Excellent analytical, interpersonal, and leadership skills
Goldman Sachs is a leading global investment banking, securities, and investment management firm. We are committed to fostering diversity and inclusion in our workplace and beyond.
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