Client Relationship and Sales Solutions Specialist

vor 4 Wochen

Frankfurt am Main, Hessen, Deutschland Goldman Sachs Vollzeit

ABOUT THE ROLE

As a PWM Wealth Management Professional, you will play a crucial role in providing exceptional client service management and operational support to our sales teams. Your responsibilities will encompass the following:

KEY RESPONSIBILITIES

  • Utilize your operational expertise to contribute to the growth of our business.
  • Oversee the onboarding process for new accounts, directly engaging with clients.
  • Collaborate with various product groups within Investment Management to address client requirements.
  • Identify and coordinate opportunities for wealth advisory services within your client portfolio.
  • Manage the implementation and rebalancing of advisory business.
  • Oversee cash balances and private banking services related to client accounts.
  • Act as a primary liaison to other departments supporting the PWM Business.
  • Plan and execute the onboarding process for new accounts.
  • Provide potential clients with an overview of client reporting and web capabilities.
  • Execute, process, and reconcile trading and investment-related transactions.

REQUIRED QUALIFICATIONS

  • Bachelor's degree.
  • 0-3 years of relevant work experience.
  • Proficient to advanced skills in MS Office (Excel, PowerPoint, Word, Outlook).
  • Highly organized with exceptional attention to detail.
  • Strong ability to manage multiple projects with competing deadlines.
  • Team-oriented with a positive attitude and strong work ethic.
  • Excellent communication skills, both written and verbal.
  • Fluent in German and English.
  • Ability to thrive in a fast-paced environment.
  • Quick adaptability to various industries and business contexts.
  • Self-directed with strong analytical and evaluative skills.
  • Ability to build relationships with senior management and global stakeholders.
  • Commercially astute with discretion regarding confidential information.
  • High integrity, ethical standards, and sound judgment.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we are dedicated to empowering our clients, shareholders, and communities to achieve growth. Established in 1869, we are a premier global investment banking, securities, and investment management firm with a worldwide presence.

We believe that diversity and inclusion enhance our workplace and foster professional and personal growth for every individual. Our commitment includes providing numerous opportunities for development, wellness, and personal finance initiatives. Learn more about our culture and benefits at our careers page.

We are committed to providing reasonable accommodations for candidates with special needs or disabilities throughout our recruitment process.

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