Asset & Wealth Management, Private Wealth Management, Financial Analyst (m|f|x) Hong Kong

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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) provide an unparalleled investment platform that includes the full range of products and services offered by 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 enables the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Tasks

• Working closely with Private Wealth Advisors to support and implement wealth management
• strategies for PWM clients in the Greater China market.
• Staying up to date on the latest developments in the financial markets
• Analyzing risk and return characteristics and assisting in the rebalancing of client portfolios
• Executing client orders and subscriptions across asset classes
• Developing and preparing marketing presentations for prospects and clients that address the equity, fixed-income, foreign exchange, and alternative investment components of asset allocation
• Researching internal and external investment vehicles and trading ideas
• Collaborating with various product groups within and outside the Investment Management Division to meet client needs
• Sharing GS research and market views with Private Wealth Advisors and clients
• Providing general client service and team support
• Assisting with projects related to platform development and other infrastructure and process issues

Profile / Your qualification / Your personality

Basic Qualifications

• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in financial markets and sound investment judgment / business acumen
• Excellent interpersonal, leadership, and communication skills, and a desire to work in a team-oriented environment
• Strong analytical and organizational skills

Preferred Qualifications

• Ability to speak Mandarin and Cantonese
• Entrepreneurial
• Creative thinker
• Attention to detail
• Excellent analytical, communication, and interpersonal skills
• Knowledge of Microsoft Office software (Outlook, Excel, and Word)
• HK SFC Paper 1 (must be obtained within the first six months of employment)

Share this offer on LinkedIn →

Location

1 Sunning Road, Causeway Bay, HK-2978 1000 Hong Kong