Personal banking advisor Work, Jobs in Enfield, Gtl (with Salaries)

Wealth Management-London-Associate-Business Development Professional
Goldman Sachs —London
- Full-time
- Business development
- Bachelor's degree
- Organisational skills
- Employee assistance programme
Investment Banking Associate - Greece & Cyprus Coverage
Bank of America —London
- Full-time
- English
- Analysis skills
- Bachelor's degree
Colleague Communications Advisor
Post Office Ltd —London
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
1d
Investment Banking Analyst
GP Bullhound —London
- Full-time
- English
- Analysis skills
- Bachelor's degree
Customer Experience Administrator
Tapi —East London
- £29,000 a year
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
8d
Healthcare Investment Banking - Associate
Rothschild & Co —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Business development
Investment Bank Consumer & Retail Associate
Citi —London
- Full-time
- Management
- Master's degree
- Business development
Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Communication skills
- Employee assistance programme
Financial Institutions Group (FIG) Investment Banking - Associate
Citi —London
- Full-time
- Master's degree
- Business development
- Bachelor's degree
Administrative / Office Support Assistant Vice President
Sumitomo Mitsui Banking Corporation —London
- Hybrid work
- Accounting
- Annual leave
Private Wealth Management, Markets Coverage Group, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- English
- Communication skills
- Employee assistance programme
Wealth Management - Technical Governance & Training Executive
Arbuthnot Latham —London
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Asset & Wealth Management, Investment Risk – Alternatives, Associate, London
Goldman Sachs —London
- Full-time
- Bachelor's degree
- Business
- Communication skills
- Employee assistance programme
PGIM Credit | Investment Analyst, Corporate & Projects Workouts
PGIM —London
- Full-time
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
13h
Management Consulting Manager - Corporate Banking
Accenture —London
- Full-time
- Sales
- Leadership
- Communication skills
Client Partner
WeBuild-AI —London
- Hybrid work
- Business development
- AI
- Communication skills
Quick apply
Investment Bank Consumer & Retail Analyst
Citi —London
- Full-time
- Bachelor's degree
- No degree
- Communication skills
SuccessFactors Senior Manager
Pwc UK —London
- Full-time
- Hybrid work
- Team management
- Leadership
Strategic Customer Success Manager
Smartnumbers —London
- £60,000 a year
- Hybrid work
- Presentation skills
- Bachelor's degree
- Financial services
- Annual leave
- Life insurance
Quick apply
Finance Operations Manager
ZHA —London
- Supervising experience

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Wealth Management-London-Associate-Business Development Professional

Goldman Sachs -
London

Apply Now

Job details

Full-time | Apprenticeship

Benefits

Employee assistance programme

Qualifications

Investment
Outbound sales
Lead generation for financial services industry
Client engagement
Stakeholder liaison
Internal department liaison
Business development
Bachelor's degree
Organisational skills
Relationship management
Networking
Communication skills
Business lead generation

Full job description

PRIVATE WEALTH MANAGEMENT (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra 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.

Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.

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
Analyze investment portfolios for risk and return characteristics
Execute portfolio rebalancing and trades
Research internal and external investment vehicles for client asset allocation
Provide client service and team support
Source new prospective clients through cold outreach
Serve as team’s client relationship management system expert
Participate in some of the team’s prospective client meetings and follow up, as appropriate
Manage new business team meetings and associated action items
Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
Liaise with various product groups within Investment Management to respond to client needs

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor's degree
At least 5 years financial markets experience within PWM, investing or sales trading.
Interest in pursuing a career as a Private Wealth Advisor
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with a variety of partners across the firm
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Excellent verbal and written communication skills
Strong interpersonal skills and ability to build and foster a strong network of relationships
Creative approach to problem solving
Strong project management and organizational skills

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 TITLEAssociate

OFFICE LOCATION(S)London

JOB FUNCTIONBusiness Development Professional

DIVISIONAsset & Wealth Management

Apply Now

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