Wealth Management Specialist
1 day ago
We are seeking a highly skilled Wealth Management Specialist to join our team at Goldman Sachs Group, Inc. This role will involve working closely with clients to provide exceptional service and support.
About the RoleThis is an exciting opportunity for a motivated and results-driven individual to join our Wealth Management team. As a Wealth Management Specialist, you will be responsible for managing client relationships, analyzing portfolios, and driving compliance requirements.
The ideal candidate will have excellent analytical, communication, and interpersonal skills, with the ability to work in a fast-paced environment within a team-oriented structure. A Bachelor degree and minimum 5+ years of relevant working experience are required. Cantonese and Mandarin language proficiency is also necessary.
You will have the opportunity to partner with operations on account opening and maintenance matters, including remediation efforts. Additionally, you will handle cash management, foreign exchange transactions, currency hedging, and money markets trades.
- Serve as the liaison for clients regarding inquiries and provide team support.
- Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship.
- Drive and complete a number of compliance requirements and control-related functions.
- Assist clients with asset transfers.
- Handle margin-related requests and queries; liaise with various operations and technology teams for day-to-day support.
To succeed in this role, you must possess the following skills and qualifications:
- Bachelor degree.
- Minimum 5+ years of relevant working experience.
- Ability to work in a fast-paced environment within a team-oriented structure.
- Ability to work and think clearly under pressure.
- Team player.
- Excellent analytical, communication, and interpersonal skills.
- Strong organizational skills and attention to detail.
- Cantonese and Mandarin language proficiency.
- HK SFC paper 1 (must be obtained within first six months of employment).
Goldman Sachs is a leading global investment banking, securities, and investment management firm. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond.
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