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Goldman Sachs

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3.6

based on 1.1k Reviews

240 Goldman Sachs Jobs

Asset & Wealth Management Operations - Associate

Goldman Sachs

3.6

based on 1.1k Reviews

4-5 years

Bangalore / Bengaluru

1 vacancy

Asset & Wealth Management Operations - Associate

Goldman Sachs

posted 2hr ago

Job Role Insights

Flexible timing

Key skills for the job

Operations Management Wealth Management

Job Description

Asset & Wealth Management Operations - Alternative Private Operations - Associate

Client Acquisition:

Identify and acquire high-net-worth individuals as clients for wealth management services.
Develop and implement strategies to expand the client base and achieve revenue targets.
Financial Consultation:

Conduct in-depth financial assessments for clients to understand their goals, risk tolerance, and investment preferences.
Provide personalized wealth management advice and solutions aligned with clients' financial objectives.
Portfolio Management:

Design and manage investment portfolios based on clients' financial profiles and market trends.
Monitor and adjust portfolios to ensure optimal performance and risk management.
Product Knowledge:

Stay abreast of financial markets, investment products, and wealth management trends.
Educate clients on various investment options and financial planning strategies.
Relationship Building:

Cultivate and maintain strong relationships with clients through regular communication and personalized service.
Serve as the primary point of contact for clients, addressing their inquiries and concerns.
Cross-selling and Upselling:

Identify opportunities for cross-selling additional wealth management and financial products.
Enhance clients' portfolios through comprehensive financial solutions.
Compliance and Regulations:

Ensure compliance with regulatory requirements and internal policies.
Provide clients with accurate and transparent information regarding financial products and services.
Performance Reporting:

Provide regular performance reports to clients, detailing the status of their portfolios and financial plans.
Conduct periodic reviews to assess clients' evolving needs and adjust strategies accordingly.

Employment Type: Full Time, Permanent

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