Client advisor Work, Jobs in Coulsdon, Greater London (with Salaries)

Private Wealth Management, Financial Analyst, Analyst, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Employee assistance programme
Private Wealth Management, Alternative Capital Markets, Associate, London
Goldman Sachs —London
- Full-time
- Bachelor's degree
- Communication skills
- Employee assistance programme
Client Partner (New Business) – Banking & Financial Markets
CGI —London
- Full-time
- Sales
- Negotiation
Quick apply
Technical Success Consultant
Commusoft —London
- £37,000 a year
- Full-time
- Hybrid work
- Project management
- Communication skills
- Negotiation
Health Advisor/FOH
MyHealthcare Clinic —Swiss Cottage
- £28,500 a year
- Overtime
- Hospitality
- Customer service
- English
- Employee discount
Quick apply
Senior Account Manager
ERGOS UK —Crawley
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Contracts
- Free parking
- Work from home
Quick apply
Experienced Switchboard Operator - Nights 4 on 4 off
ComXo —Slough
- Up to £25,031 a year
- Weekend availability
- Customer service
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
6d
Audit & Accounts Trainee
TC-Group —Croydon
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Personal Assistant to an Ultra-High-Net-Worth Individual (UHNWI)
Insignia Group —London
- Weekend availability
- Hybrid work
- English
- Master's degree
- Bachelor's degree
Quick apply
14h
GUCCI Client Advisor - Full-Time (Heathrow Airport, Terminal 5)
Gucci —London
- Weekend availability
- Sales
- English
Investment Banking Associate - Greece & Cyprus Coverage
Bank of America —London
- Full-time
- English
- Analysis skills
- Project management
Sales Executive- uncapped commission
Grundon —Salfords
- Full-time
- Sales
- Customer service
- Microsoft Office
- Annual leave
- Life insurance
Quick apply
Mortgage Advisor
The Mortgage Experts —Redhill
- £60,000 - £100,000 a year
- Remote
Quick apply
Client Care Advisor
Vets for Pets —London
- Part-time
- Computer literacy
- Employee discount
Paralegal (Employment Law)
Columbia Threadneedle Investments —London
- Full-time
- Analysis skills
- Financial services
- In-person
- Work from home
Careers Information, Advice and Guidance (CIAG) Advisor – Prison Services
Get Set UK 1 —Sutton
- £28,500 - £31,000 a year
- Communication skills
- Annual leave
Quick apply
6d
Program Coordinator - International Private Bank, Client Skills Training & Practice Management Team
JPMorganChase —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
13d
GUCCI Client Advisor - London Heathrow Terminal 3
Gucci —London
- Weekend availability
- Sales
- English
12d
Business Development Consultant (Part-Time) - Home Care
Heart2Heart Care Ltd —Crawley
- £18 - £22 an hour
- Part-time
- Hybrid work
- CRM software
- Sales
- Business development
Quick apply
11d
VacancyTitle: Customer Repair Advisor
Southern Housing —Croydon
- £29,033 a year
- Hybrid work
- Maintenance
- English
- Annual leave
7d

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Private Wealth Management, Financial Analyst, Analyst, London

Goldman Sachs -
London

Apply Now

Job details

Full-time

Benefits

Employee assistance programme

Qualifications

Microsoft Powerpoint
Microsoft Outlook
English
Microsoft Office
Bachelor's degree
Communication skills

Full job description

OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT

Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. How you will fulfill your potential:

Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
Analyze equity and fixed income portfolios for risk and return characteristics
Execute portfolio rebalancing
Research internal and external investment vehicles for client asset allocation
Keep abreast of the latest events in the financial markets
Relay GS research and market views to Private Wealth Advisors
Work in conjunction with various product groups within Investment Management to respond to client needs
Assist with trading and provide client service and team support

REQUIREMENTS

Bachelor’s degree
Fluent English is necessary for this role
Experience working in a relevant field preferred
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Highly organized with exceptional attention to detail and follow-through
Strong ability to manage multiple projects with competing deadlines
Team player with positive attitude and strong work ethic
Strong communication skills (written and verbal)
Ability to work in a fast-paced environment
Ability to adapt quickly to a variety of industries and businesses
Ability to self-direct, analyze and evaluate and form independent judgments
Ability to effectively interact and build relationships with senior management and global stakeholders
Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
Integrity, ethical standards and sound judgment

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLEAnalyst

OFFICE LOCATION(S)London

JOB FUNCTIONSales Support

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

client advisor jobs in coulsdon, greater london

Private Wealth Management, Financial Analyst, Analyst, London

Private Wealth Management, Alternative Capital Markets, Associate, London

Client Partner (New Business) – Banking & Financial Markets

Technical Success Consultant

Health Advisor/FOH

Senior Account Manager

Experienced Switchboard Operator - Nights 4 on 4 off

Audit & Accounts Trainee

Personal Assistant to an Ultra-High-Net-Worth Individual (UHNWI)

GUCCI Client Advisor - Full-Time (Heathrow Airport, Terminal 5)

Investment Banking Associate - Greece & Cyprus Coverage

Sales Executive- uncapped commission

Mortgage Advisor

Client Care Advisor

Paralegal (Employment Law)

Careers Information, Advice and Guidance (CIAG) Advisor – Prison Services

Program Coordinator - International Private Bank, Client Skills Training & Practice Management Team

GUCCI Client Advisor - London Heathrow Terminal 3

Business Development Consultant (Part-Time) - Home Care

VacancyTitle: Customer Repair Advisor

I want to receive the latest job alerts for client advisor in coulsdon, greater london

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