Wealth Management-London-Associate-Business Development Professional
On-siteLondon, England, United Kingdom
London, England, United KingdomOn-siteFull TimeEntry LevelBachelors DegreeInvestment BankingEnterprise
Full TimeEntry LevelBachelors DegreeEnterpriseInvestment Banking
Job Summary
Support and implement wealth management strategies for ultra high net worth clients by analyzing portfolios for risk and return, executing trades, and rebalancing assets. Develop marketing presentations for prospective clients, source new business through cold outreach, and participate in team meetings to relay GS Research and ISG market views. Serve as the client relationship management system expert while liaising with product groups to respond to client needs. Manage new business team meetings and action items under an apprenticeship model designed to prepare you for a transition into a Private Wealth Advisor role.
Required Qualifications
- Bachelor's degree
- At least 5 years financial markets experience within PWM, investing or sales trading
- 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
Desired Qualifications
- Interest in pursuing a career as a Private Wealth Advisor
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