Wealth Management Expert

5 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

Job Title: Wealth Management Expert

We are seeking a skilled professional to manage client portfolios and provide exceptional service.

  • Serve as the primary point of contact for clients, providing timely and accurate information regarding their inquiries and account activities.
  • Analyze and monitor client investments, ensuring alignment with their financial goals and objectives.
  • Collaborate with cross-functional teams to drive compliance requirements and control related functions.
  • Assist clients with investment transfers and other account maintenance matters.
  • Manage cash flow, foreign exchange transactions, currency hedging, and money markets trades.
  • Partner with operations teams to subscribe hedge funds, private equity funds, and asset management funds.
  • Contribute to projects related to platform development and infrastructure improvements.
  • Support margin-related requests and queries, liaising with various teams for day-to-day support.
Basic Qualifications
  • Bachelor's degree in a relevant field.
  • Minimum 5+ years of experience in wealth management or a related field.
  • Ability to work in a fast-paced environment within a team-oriented structure.
  • Strong analytical, communication, and interpersonal skills.
  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Office software (Outlook, Excel, and Word).
  • Cantonese and Mandarin language proficiency.
  • HK SFC paper 1 (obtained within six months of employment).


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