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

Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee assistance programme
Investment Banking Associate - Greece & Cyprus Coverage
Bank of America —London
- Full-time
- English
- Analysis skills
- Project management
Business Control Unit – Equity Distribution
Deutsche Bank —London
- Full-time
- Hybrid work
- Sales
- Employee discount
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
13d
Investment Associate, Infrastructure & Natural Resources
Ontario Teachers' Pension Plan —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Business Operations Advisor
Post Office Ltd —London
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
12d
Associate, Securitised Products & Supply Chain Finance
MUFG —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
Wealth Management - Technical Governance & Training Executive
Arbuthnot Latham —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Institutions Group (FIG) Investment Banking - Associate
Citi —London
- Full-time
- Master's degree
- Business development
- Bachelor's degree
Wealth Management-London-Associate-Business Development Professional
Goldman Sachs —London
- Full-time
- Sales
- Project management
- Bachelor's degree
- Employee assistance programme
2d
Private Wealth Management, Goldman Partner Office Planning, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
6d
Healthcare Investment Banking - Associate
Rothschild & Co —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Company Secretarial Assistant
RELX —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Associate – Corporate Broking - Capital Markets
BNP Paribas —London
- Full-time
- Hybrid work
- Computer literacy
- English
- Microsoft Office
- Employee assistance programme
Credit Risk Management – Fixed Income Division Secured Lending – Commercial Real Estate, Vice President
Morgan Stanley —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Product Specialist - Sevenoaks - New Store Opening
The White Company —Sevenoaks
- Customer service
- Employee discount
Assistant Vice President - Banking & Wealth Origination
Citi —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
- Employee assistance programme
- Employee discount
Investment Bank Consumer & Retail Associate
Citi —London
- Full-time
- Master's degree
- Business development
- Bachelor's degree
Director | Debt Finance - Real Estate & Trading Businesses
OakNorth —London
- Full-time
- Hybrid work
- Communication skills
- Banking
Quick apply
Goldman Sachs Asset & Wealth Management – Private Equity and Infrastructure Capital Markets - Associate - London
Goldman Sachs —London
- Full-time
- Analysis skills
- Employee assistance programme

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Private Wealth Management, Wealth Management Professional, Associate, London

Goldman Sachs -
London

Apply Now

Job details

Full-time

Benefits

Employee assistance programme

Qualifications

Microsoft Powerpoint
Danish
Microsoft Outlook
Norwegian
Microsoft Office
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

A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:

Leverage your operational background and experience to contribute to a growing business
Work closely with Private Wealth Advisors to support their PWM clients
Identify opportunities for and coordinate wealth advisory services within client base
Manage advisory business implementation and re-balancing
Manage cash balances and private banking services in accounts
Serve as a key liaison to other areas supporting the PWM Business
Plan and manage new account on boarding process

REQUIREMENTS

3-5 years of prior work experience in a relevant field
Danish/Norwegian language skills are desirable
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 TITLEAssociate

OFFICE LOCATION(S)London

JOB FUNCTIONSales Support

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

personal banking advisor jobs in croydon, gtl

Private Wealth Management, Wealth Management Professional, Associate, London

Investment Banking Associate - Greece & Cyprus Coverage

Business Control Unit – Equity Distribution

Private Wealth Management, Markets Coverage Group, Wealth Management Professional, Associate, London

Investment Associate, Infrastructure & Natural Resources

Business Operations Advisor

Associate, Securitised Products & Supply Chain Finance

Wealth Management - Technical Governance & Training Executive

Financial Institutions Group (FIG) Investment Banking - Associate

Wealth Management-London-Associate-Business Development Professional

Private Wealth Management, Goldman Partner Office Planning, Associate, London

Healthcare Investment Banking - Associate

Senior Company Secretarial Assistant

Associate – Corporate Broking - Capital Markets

Credit Risk Management – Fixed Income Division Secured Lending – Commercial Real Estate, Vice President

Product Specialist - Sevenoaks - New Store Opening

Assistant Vice President - Banking & Wealth Origination

Investment Bank Consumer & Retail Associate

Director | Debt Finance - Real Estate & Trading Businesses

Goldman Sachs Asset & Wealth Management – Private Equity and Infrastructure Capital Markets - Associate - London

I want to receive the latest job alerts for personal banking advisor in croydon, gtl

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