Overview
In this role you support Private Wealth Advisors by shaping and implementing wealth management strategies for high-net-worth clients. You’ll analyze portfolios, research investments, and execute trades while staying aligned with market developments. You work closely with cross-functional teams to prepare tailored client presentations and respond to asset allocation needs. This position offers insight into asset management and a path to impact client outcomes within a global, client-centric firm.
Verantwortungsbereiche
- Support wealth management strategies for PWM clients alongside Private Wealth Advisors
- Develop and prepare marketing presentations for prospective clients covering equity, fixed income, and alternatives
- Analyze equity and fixed income portfolios for risk/return characteristics
- Execute portfolio rebalancing
- Research internal and external investment vehicles for client asset allocation
- Monitor financial markets and relay GS research and market views to Advisors
- Collaborate with product groups within Investment Management to address client needs
- Assist with trading and provide client service and team support
Zentrale Anforderungen
- Bachelor’s degree
- MS Office proficiency (Excel, PowerPoint, Word, Outlook)
- Experience in a relevant field preferred
- Strong organizational skills and attention to detail
- Ability to manage multiple projects with competing deadlines
- Team player with positive attitude and strong work ethic
- Strong written and verbal communication skills
- Ability to work in a fast-paced environment
- Ability to adapt to various industries and businesses
- Ability to self-direct, analyze and form independent judgments
- Ability to interact with senior management and global stakeholders
- Discretion with confidential information
- Integrity, ethical standards and sound judgment
- team player
- strong communication skills
- attention to detail
- portfolio analysis
- risk/return assessment
- market research
Private Wealth Management, Financial Analyst, Analyst, Geneva in Genève Arbeitgeber: Goldman Sachs
Goldman Sachs ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Zürich eine dynamische und unterstützende Arbeitsumgebung bietet. Mit einem starken Fokus auf Teamarbeit und Innovation fördert das Unternehmen die persönliche und berufliche Weiterentwicklung seiner Mitarbeiter durch vielfältige Wachstumschancen und globale Projekte. Die Unternehmenskultur ermutigt zur Mitgestaltung von Prozessen und bietet gleichzeitig umfassende Vorteile, um eine ausgewogene Work-Life-Balance zu gewährleisten.
