Personal banking advisor Work, Jobs in Shoreditch, 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
Financial Institutions Group (FIG) Investment Banking - Associate
Citi —London
- Full-time
- Master's degree
- Business development
- Bachelor's degree
Healthcare Investment Banking - Associate
Rothschild & Co —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Analyst, Portfolio Manager
European Bank for Reconstruction and Development —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
4d
Senior Executive Talent Researcher
Monzo —London
- £65,000 - £75,000 a year
- Remote
- Bar
- Leadership
- Work from home
- Flexible schedule
Financial Advisor
Prestige IFA Jobs —London
- £25,836.56 - £107,551.92 a year
- Full-time
- CRM software
- Business development
- Financial services
Quick apply
3h
People Advisory Team Lead
Starling —London
- Full-time
- Hybrid work
- Data analysis skills
- Continuous improvement
- Quality control
- Annual leave
- Employee discount
Quick apply
12d
Finance & Strategy Manager
Revolut —London
- Data analysis skills
- Master's degree
- Business
Wealth Management-London-Associate-Business Development Professional
Goldman Sachs —London
- Full-time
- Business development
- Bachelor's degree
- Organisational skills
- Employee assistance programme
7d
Investment Banking Associate - Greece & Cyprus Coverage
Bank of America —London
- Full-time
- English
- Analysis skills
- Project management
Relationship Director - Mid Corporates - Professional and Business Services - London
Lloyds Banking Group —London
- From £107,304 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Negotiation
Senior Company Secretarial Assistant
RELX —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Private Banker, Director - UHNW UK Market
Citi —London
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Business development
- Employee assistance programme
- Employee discount
Oliver Wyman- Banking & Financial Services / Associate / Engagement Manager- London
Oliver Wyman —London
- Full-time
- Hybrid work
- Spanish
- English
- Analysis skills
4d
Credit Risk Management – Fixed Income Division Secured Lending – Commercial Real Estate, Vice President
Morgan Stanley —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Bank Consumer & Retail Associate
Citi —London
- Full-time
- Master's degree
- Business development
- Bachelor's degree
Asset & Wealth Management, Investment Risk – Alternatives, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Excel
- SQL
- Bachelor's degree
- Employee assistance programme
Financial Services Remuneration & Reward Employment Tax Planning Specialist
HM Revenue and Customs —Croydon
- £65,869 - £72,711 a year
- Part-time
- Hybrid work
- Presentation skills
- Travel
- Communication skills
- Work from home
14d
Presales Architect | Core Banking products | London
Infosys —London
- Sales
- Analysis skills
- Continuous improvement
Senior Pre-Sales Consultant
Suade —London
- £80,000 - £110,000 a year
- Full-time
- Remote
- Sales
- Travel
- Communication skills
- Annual leave
- Work from home
Quick apply

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personal banking advisor jobs near shoreditch, gtl

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 shoreditch, gtl

Private Wealth Management, Wealth Management Professional, Associate, London

Financial Institutions Group (FIG) Investment Banking - Associate

Healthcare Investment Banking - Associate

Analyst, Portfolio Manager

Senior Executive Talent Researcher

Financial Advisor

People Advisory Team Lead

Finance & Strategy Manager

Wealth Management-London-Associate-Business Development Professional

Investment Banking Associate - Greece & Cyprus Coverage

Relationship Director - Mid Corporates - Professional and Business Services - London

Senior Company Secretarial Assistant

Private Banker, Director - UHNW UK Market

Oliver Wyman- Banking & Financial Services / Associate / Engagement Manager- London

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

Investment Bank Consumer & Retail Associate

Asset & Wealth Management, Investment Risk – Alternatives, Associate, London

Financial Services Remuneration & Reward Employment Tax Planning Specialist

Presales Architect | Core Banking products | London

Senior Pre-Sales Consultant

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