Client Services and Sales Solutions | Analyst | Frankfurt

vor 1 Monat

Frankfurt, Deutschland Goldman Sachs Vollzeit

MORE ABOUT THIS SKILLSET

Executing trades. Answering client questions—on accounts, portfolios and records. Delivering world-class services to our clients and customers.

Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving.

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. 

A  PWM Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. Responsibilities could include:

• Leverage your operational background and experience to contribute to a growing business
• Manage new account onboarding process including liaising directly with new clients
• Work in conjunction with various product groups within Investment Management to respond to client needs
• 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 other assets in client accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Plan and manage new account on boarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions

BASIC QUALIFICATIONS

Bachelor’s degree 0-3 years of prior work experience in a relevant field 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) Fluent in German and English 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. Learn more about our culture, benefits, and people at /careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

  • Client Services and Sales Solutions

    vor 3 Wochen

    Frankfurt am Main, Hessen, Deutschland Goldman Sachs Vollzeit

    MORE ABOUT THIS SKILLSET Executing trades. Answering client questions—on accounts, portfolios and records. Delivering world-class services to our clients and customers. Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving. Private Wealth...

  • Business Analyst | Frankfurt am Main, DE | Hybrid

    Vor 6 Tagen

    Frankfurt am Main, Deutschland Goodman Masson Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis. The consultancy provide key business management services to London and Frankfurt Investment Management clients. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Business Analyst | Frankfurt am Main, DE | Hybrid

    vor 2 Wochen

    Frankfurt am Main, Deutschland Goodman Masson Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis.The consultancy provide key business management services to the London and Frankfurt Market Insurance Industry. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Client Success Executive

    vor 3 Wochen

    Frankfurt am Main, Deutschland BRUIN Financial Vollzeit

    Permanent - Frankfurt, **Ref**: 33638 Our client is the digital advisory arm of a global investment management house. It is an innovative, digital-first start-up that focusses on delivering technology solutions, instead of traditional investment products. They are now seeking a **Client Success Executive** to join their growing Client & Sales team in**...

  • Client Solutions Internship

    vor 3 Wochen

    Frankfurt am Main, Hessen, Deutschland FactSet Vollzeit

    FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. Your Impact: FactSet's Client Solutions Internship Program introduces you to FactSet's solutions, clients,...

  • Business Analyst

    vor 1 Woche

    Frankfurt, Deutschland G MASS Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis. The consultancy provide key business management services to London and Frankfurt Investment Management clients. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Sales Support Executive, Frankfurt

    vor 3 Wochen

    Frankfurt am Main, Deutschland BRUIN Financial Vollzeit

    Permanent - Frankfurt, **Ref**: 33539 Our client is the digital advisory arm of a global investment management house. It is an innovative, digital-first start-up that focusses on delivering technology solutions, instead of traditional investment products. They are now seeking a Sales Support Executive to join their growing Client & Sales team in Frankfurt...

  • Business Analyst

    vor 2 Wochen

    Frankfurt, Deutschland G MASS Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis. The consultancy provide key business management services to the London and Frankfurt Market Insurance Industry. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Sales Solutions Consultant

    Vor 7 Tagen

    Frankfurt am Main, Deutschland FIS Fidelity National Information Services Vollzeit

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelors Degree Travel Percentage : 0%Reporting to the Head of the EMEA Business Solution Consulting Group for Receivables, you will be responsible for supporting Presales activities with a focus on the Receivables market across Europe, but with a...

  • Senior Client Executive

    vor 1 Monat

    Frankfurt, Deutschland NTT DATA Services Vollzeit

    Req ID: 277959   Competitive salary | Germany - mobile working   At NTT DATA Services, we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our employees are key factors in our company’s growth, market presence and our ability to help our clients stay a step ahead of the...

  • Debt Advisory | Analyst

    vor 4 Wochen

    Frankfurt am Main, Deutschland Selby Jennings Vollzeit

    Are you an ambitious finance professional with a keen interest in debt advisory? Do you excel in providing top-notch financial guidance and solutions? If so, we have an exciting opportunity for you to join a prestigious Financial Advisory firm located in Frankfurt. Position Overview: Our client, a renowned player in the financial advisory industry,...

  • Business Analyst

    vor 1 Woche

    Frankfurt am Main, Deutschland Goodman Masson Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis. The consultancy provide key business management services to London and Frankfurt Investment Management clients. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Business Analyst

    vor 1 Woche

    Frankfurt am Main, Hessen, Deutschland Goodman Masson Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis. The consultancy provide key business management services to London and Frankfurt Investment Management clients. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Business Analyst

    Vor 7 Tagen

    Frankfurt am Main, Deutschland Goodman Masson Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis. The consultancy provide key business management services to London and Frankfurt Investment Management clients. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Business Analyst

    vor 2 Wochen

    Frankfurt am Main, Deutschland Goodman Masson Vollzeit

    We are looking to speak with Business Analysts to join a consultancy based in Frankfurt. This is a 6 month contract role working on a hybrid basis.The consultancy provide key business management services to the London and Frankfurt Market Insurance Industry. The Business Analyst is expected to be comfortable in a business client-facing role; Business...

  • Client Service Specialist

    vor 4 Wochen

    Frankfurt am Main, Deutschland Bank Vontobel Vollzeit

    -Bank Vontobel Frankfurt am Main, Germany Posted 43 minutes ago Permanent Competitive - Client Service Specialist- With portfolio management teams in Zurich, London and New York, Vontobel Asset Management is a specialist investment manager with a multi-boutique approach and has a track record of strong and consistent growth. As a multi-boutique we focus on...

  • Operations - Client Services - Financial Services

    vor 1 Monat

    Frankfurt am Main, Deutschland Kite Human Capital Vollzeit

    D- Posted by - David Hurst- Recruiter**Operations - Client Services - Financial Services - Frankfurt - German Speaker** My client, a leading financial services firm, is searching for a Customer Operations Analyst to join their Frankfurt office. This is a permanent position, paying a competitive salary of up to €80,000 and offering hybrid working. The...

  • Debt Advisory | Analyst

    vor 4 Wochen

    Frankfurt am Main, Deutschland Selby Jennings Vollzeit

    Are you an ambitious finance professional with a keen interest in debt advisory? Do you excel in providing top-notch financial guidance and solutions? If so, we have an exciting opportunity for you to join a prestigious Financial Advisory firm located in Frankfurt. Position Overview: Our client, a renowned player in the financial advisory industry, is...

  • Debt Advisory | Analyst

    vor 1 Monat

    Frankfurt am Main, Hessen, Deutschland Selby Jennings Vollzeit

    Are you an ambitious finance professional with a keen interest in debt advisory? Do you excel in providing top-notch financial guidance and solutions? If so, we have an exciting opportunity for you to join a prestigious Financial Advisory firm located in Frankfurt. Position Overview: Our client, a renowned player in the financial advisory industry, is...

  • Debt Advisory | Analyst

    vor 1 Monat

    Frankfurt am Main, Deutschland Selby Jennings Vollzeit

    Are you an ambitious finance professional with a keen interest in debt advisory? Do you excel in providing top-notch financial guidance and solutions? If so, we have an exciting opportunity for you to join a prestigious Financial Advisory firm located in Frankfurt. Position Overview: Our client, a renowned player in the financial advisory industry, is...