Wealth Management jobs in Iver Heath
- Goldman SachsLondon
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients.
- Execute portfolio rebalancing and trades.
- Nova WealthLondon
- Have strong organisational and time management skills; whilst maintaining attention to detail.
- Onboarding new clients & relationship management - (e.g.…
- 7IMLondon EC2R
- Experience in client services within wealth management is desirable.
- To assist Advisers with providing an exceptional ongoing service to clients as well as…
- View all 7IM jobs - London jobs - Client Services Associate jobs in London
- Salary Search: Client Services Associate (Graduate) salaries in London
- See popular questions & answers about 7IM
- Christie'sLondon
- Highly organised and detail orientated, with strong and effective time management skills.
- Acting as subject matter expert on identity verification, beneficial…
- View all Christie's jobs - London jobs - Junior Compliance Officer jobs in London
- Salary Search: Junior Compliance Analyst salaries in London
- See popular questions & answers about Christie's
- JPMorganChaseLondon E14
- Knowledge of retail investing, wealth management, brokerage platforms, or managed investment products.
- Experience supporting commercial planning, business cases…
- View all JPMorganChase jobs - London jobs - Commercial Analyst jobs in London
- Salary Search: Commercial Analyst - Associate salaries in London
- See popular questions & answers about JPMorganChase
View similar jobs with this employer7IMLondon EC2R- Knowledge of discretionary investment management administration, including tax wrappers, would be advantageous.
- Flag and report any business errors promptly.
- View all 7IM jobs - London jobs
- Salary Search: Investment Associate salaries in London
- See popular questions & answers about 7IM
- Morris Jane AssociatesLondon
- Client Service Executive (Investment Management).
- Charles StanleyLondon
- Process new business applications and platform transactions, including fund switches and cash management activities.
- View all Charles Stanley jobs - London jobs - Finance Assistant jobs in London
- Salary Search: Financial Planning Assistant salaries in London
- See popular questions & answers about Charles Stanley
- Cooper ParryLondon EC2A
- Our minimum requirement would be having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-…
- View all Cooper Parry jobs - London jobs - Financial Planning Analyst jobs in London
- Salary Search: Financial Planning Graduate, 2027 salaries in London
- See popular questions & answers about Cooper Parry
- Ortec FinanceLondon EC4V 4EG
- You'll work with banks and wealth managers to understand how portfolios are constructed, how risk is assessed, and how financial plans are developed around real…
- Ortec FinanceLondon EC4V 4EG
- You'll work with banks and wealth managers to understand how portfolios are constructed, how risk is assessed, and how financial plans are developed around real…
- Morris Jane AssociatesLondon
- A reputable Wealth Management business are looking to hire an experienced Wealth Planner.
- The role involves working closely with high-profile clients in a…
- View all Morris Jane Associates jobs - London jobs - Planner jobs in London
- Salary Search: Wealth Planner salaries in London
- The Private OfficeLondon EC4V 5EQ
- A high standard of personal organisational and time management skills;
- As a Trainee Adviser, you would be working as part of a productive, high performing team…
- View all The Private Office jobs - London jobs - Financial Advisor jobs in London
- Salary Search: Trainee Financial Adviser salaries in London
- See popular questions & answers about The Private Office
- AtkinsRéalisAylesbury
- A curious mindset and enthusiasm for solving real-world challenges.
- A collaborative working style and confidence building positive relationships.
- View all AtkinsRéalis jobs - Aylesbury jobs - Asset Manager jobs in Aylesbury
- Salary Search: Asset Management Graduate Programme salaries in Aylesbury
- See popular questions & answers about AtkinsRéalis
- Charles StanleyGuildford
- Gain exposure to a wide range of wealth management and investment processes.
- You'll gain valuable exposure to investment management, client relationship support…
- View all Charles Stanley jobs - Guildford jobs - Investment Manager jobs in Guildford
- Salary Search: Investment Managers Assistant salaries in Guildford
- See popular questions & answers about Charles Stanley
- Business management, administration and support.
- To start, the program introduces you to our firm, provides professional and technical training and teaches you…
- View all UBS jobs - London jobs - Graduate Manager jobs in London
- Salary Search: 2027 Graduate Talent Program - Asset Management - London salaries in London
- See popular questions & answers about UBS
Job Post Details
Wealth Management-London-Associate-Business Development Professional
Wealth Management-London-Associate-Business Development Professional
Job details
Full job description
PRIVATE WEALTH MANAGEMENT (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Develop and prepare marketing presentations for prospective clients
- Analyze investment portfolios for risk and return characteristics
- Execute portfolio rebalancing and trades
- Research internal and external investment vehicles for client asset allocation
- Provide client service and team support
- Source new prospective clients through cold outreach
- Serve as team’s client relationship management system expert
- Participate in some of the team’s prospective client meetings and follow up, as appropriate
- Manage new business team meetings and associated action items
- Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
- Liaise with various product groups within Investment Management to respond to client needs
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor's degree
- At least 5 years financial markets experience within PWM, investing or sales trading.
- Interest in pursuing a career as a Private Wealth Advisor
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Ability to multi-task and work with a variety of partners across the firm
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Excellent verbal and written communication skills
- Strong interpersonal skills and ability to build and foster a strong network of relationships
- Creative approach to problem solving
- Strong project management and organizational skills
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
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
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.