Wealth Management Professional

Goldman Sachs, Inc. seeks a Wealth Management Professional in Zürich to support Private Wealth Advisors with client account management, trade execution, and operational tasks.

This position serves as a critical support link between Private Wealth Advisors and their clients, handling the operational backbone of client accounts. The role focuses on implementing new accounts, managing liquidity, executing trades, and maintaining ongoing client relationships while coordinating with various internal product groups.

Responsibilities

• Collaborate with Private Wealth Advisors to address the specific needs of PWM clients.
• Oversee cash balances and other assets held within client accounts.
• Handle the processing of cash payments and transfers of various assets.
• Lead the onboarding process for new accounts, including direct communication with new clients.
• Update static account details, such as contact information and risk profiles.
• Act as a primary point of contact for other departments supporting the PWM business.
• Explain client reporting features and web-based capabilities to clients.
• Execute, process, and reconcile market trades and investment transactions after completing necessary trading exams.
• Partner with different product groups within Asset & Wealth Management to resolve client inquiries.

Requirements

• Hold a Bachelor’s degree or have completed a relevant apprenticeship.
• Possess 1 to 3 years of professional experience in a related area.
• Demonstrate proficiency in both Italian and German languages.
• Show advanced competence in MS Office applications, including Excel, PowerPoint, Word, and Outlook.
• Exhibit strong written and verbal communication abilities in English.