Wealth management advisor Work, Jobs in Barnet, Gtl (with Salaries)

Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Computer Science
- Master's degree
- Employee assistance programme
Asset & Wealth Management, Investment Risk – Alternatives, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Excel
- SQL
- Bachelor's degree
- Employee assistance programme
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Private Wealth Management, Financial Analyst, Analyst, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Employee assistance programme
Associate, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee assistance programme
Asset & Wealth Management, Investment Risk – Alternatives, Vice President, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
Program Coordinator - International Private Bank, Client Skills Training & Practice Management Team
JPMorganChase —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
12d
Private Wealth Management, Markets Coverage Group, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Employee assistance programme
11d
Wealth Management - Technical Governance & Training Executive
Arbuthnot Latham —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Sales
- Employee assistance programme
Manager - Senior Manager, EPM Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership
Deloitte —London
- Hybrid work
- Oracle
- PMP
- Business development
Associate Client Manager, Charles River Development, Assistant Vice Presdient
State Street —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
VP, Wealth and Insurance Solutions - EMEA
Equisoft —London
- Full-time
- Remote
- Oracle
- Sales
- English
- Flexible schedule
- Life insurance
Investment Banker, Greentech Industrials & Infrastructure, Senior Analyst - Junior Associate
Greentech —London
- Analysis skills
- Accounting
- Banking
Junior Aviation Contracts & Certification Advisor
Marsh —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
11d
AI Business Consulting Lead- Wealth & Asset Management
Capco —London
- Full-time
- Hybrid work
- Business development
- Financial services
- AI
- Annual leave
- Life insurance
Quick apply
Private Wealth Management, Alternative Capital Markets, Associate, London
Goldman Sachs —London
- Full-time
- Bachelor's degree
- Communication skills
- Employee assistance programme
Private Wealth Management, Portfolio Management Group, Associate/Vice President, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Data analysis skills
- Microsoft Office
- Employee assistance programme

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wealth management advisor jobs near barnet, gtl

Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London

Goldman Sachs -
London

Apply Now

Job details

Full-time

Benefits

Employee assistance programme

Qualifications

Microsoft Powerpoint
Economics
Computer Science
Master's degree
Analysis skills
Bachelor's degree
Machine learning
Communication skills
Python

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

The Investment Strategy Group (ISG), within the Asset & Wealth Management Division of Goldman Sachs, provides customized asset allocation solutions to help clients preserve and grow their wealth.

The main responsibility of the hire will be to develop customized asset allocation solutions and analysis for our clients. The hire will work with the rest of the team and private wealth advisors to gather client information, analyze client portfolios, produce customized asset allocation solutions, and put together analysis for presentations. In addition, the hire will assist on the team’s research efforts, which are generally related to asset allocation modelling and individual asset classes. Specifically:

Help with customized asset allocation solutions using ISG asset allocation model
Generate customized research reports and presentations for clients
Assist on research related to asset allocation issues and individual asset classes
Provide asset allocation guidance to the Private Wealth Management team
Conduct general business duties, e.g. maintaining presentations, data, meeting records, etc.

REQUIREMENTS

Master(s) in Finance with quantitative focus (financial mathematics, quantitative finance, financial engineering, financial econometrics etc.)
Keen interest in the financial market, good investment sense
Knowledge of current academic research and industry practices
Proficiency in other European language(s) would be an advantage
Strong communication skills, especially the ability to explain complex technical concepts in simple terms
Strong inter-personal skills and a passion to engage with clients
Attention to details, patience, and ability to multi-task under pressure
Collaborative and teamwork oriented with the ability to follow instructions and execute with good judgement
Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
Exceptional quantitative and analytical skills with a minimum undergraduate degree(s) in a STEM subject or quantitative field, e.g. Physics, Mathematics, Engineering, Statistics, Machine Learning or Computer Science. Also acceptable an undergraduate Economics degree if combined with a quantitative post-graduate degree in Finance
Proficiency in one or more programming languages (Python preferable); solid Excel and PowerPoint skills
Ability to work in a fast-paced high-stress environment
Highly motivated and eager to learn

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 FUNCTIONPortfolio Construction

DIVISIONAsset & Wealth Management

Apply Now

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wealth management advisor jobs in barnet, gtl

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