Job ref no.: CT3119337-01#3183

PWM Wealth Management Professional V Client Onboarding Outreach Team V Analyst/Associate V Hong Kong

Goldman Sachs

MORE ABOUT THIS JOB

YOUR IMPACT
Are you looking to apply your good interpersonal and detail oriented skills in a client-facing team? Our PWM Client On-Boarding Outreach Team is seeking a professional to liaise with external client as well as to work closely with PWM sales teams, Anti-Money Laundering Group, Compliance and Legal to ensure a positive client experience and resolve documentation issues.

OUR IMPACT
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.

RESPONSIBILITIES AND QUALIFICATIONS

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Ensure satisfactory client experience by providing exceptional support during onboarding, maintenance, and remediation requests;
  • Act as a single point of contact for Sales teams and external clients for account documentation queries;
  • Ensure clients’ understanding of the account documentation, Client Identification Program, and regulatory requirements during onboarding, maintenance, or remediation processes;
  • Ensure the accuracy and completeness of account documentation in accordance with firm policy and regulatory requirements;
  • Perform data input into the system for account opening, maintenance, and remediation requests; and
  • Continuously identify and implement process improvements.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
  • 3-5 years of work experience with previous client service experience
  • SFC Paper 1 licensing required
  • Mandarin language skills (Business level) preferred
  • Highly motivated and results orientated
  • Have a high level of self-initiative to challenge and improve processes
  • Strong understanding of risk and control framework in operations
  • Has strong interpersonal skills to establish Business and Federation relationships
  • Able to manage multiple tasks or projects and manage deadlines effectively
  • Strong team player who is able to work under pressure
  • Previous client facing experience is preferred

ABOUT GOLDMAN SACHS

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet. ? The Goldman Sachs Group, Inc., 2015. All rights reserved.
 
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More job information
Job ref no. CT3119337-01#3183
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 3 years - 5 years
Career Level
  • Non-management level
Education
  • N/A