Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM) 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. As a Financial Analyst, your responsibilities include:
Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients in the Southeast Asia market.
Keeping abreast of the latest developments in the financial markets
Analyzing risk and return characteristics as well as assisting in rebalancing of client portfolios
Executing client orders / subscriptions across asset classes
Developing and preparing marketing presentations for prospects / clients that address equity, fixed income, foreign exchange and alternative investment components of asset allocation
Researching on internal and external investment vehicles and trading ideas
Collaborating with various product groups within and outside of the Investment Management Division to respond to client needs
Relaying GS research and market views to Private Wealth Advisors and clients
Providing general client service and team support
Assisting on projects related to platform development and other infrastructure / process issues
Basic Requirements
Experience in dealing with foreign exchange investment related instruments
Ability to work in a fast-paced environment and think clearly under pressure
Deep interest in the financial markets and good investment / commercial instinct
Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
Strong analytical and organizational skills
Entrepreneurial
Creative thinker
Detail oriented
Fluent in English and Mandarin (due to client interaction)
Knowledge of Microsoft Office suite (Outlook, Excel and Word) and Bloomberg / Reuters
