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Wealth Service Specialist
Goldman Sachs
Posted
last week

Bengaluru

Onsite

INR 50K

Entry Level

Full Time

Job Categories

Finance Client Operations Investment Management

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Sema Summary

The Wealth Service Specialist at Goldman Sachs provides financial counseling and investment management to high-net-worth individuals. This role requires strong communication skills and the ability to thrive in a fast-paced environment.

About Company

Goldman Sachs is a leading global financial services firm, providing investment banking, securities, and investment management services. With a focus on diversity and inclusion, the firm offers numerous opportunities for professional growth.

Core Requirements

Bachelor’s degree in Finance
Proficiency in Microsoft Excel
Excellent communication skills
Strong client service aptitude
Ability to multi-task

Responsibilities

Assist advisor teams with client financial planning.
Manage incoming inquiries and client priorities.
Plan and manage new account onboarding.
Prepare financial reports for clients.
Resolve client service-related issues.
Coordinate with internal groups for operations.
Facilitate client portfolio performance reporting.

Must Have skills

Financial analysisCustomer serviceMicrosoft Office proficiencyTime managementTeam collaboration

Job Keywords

Financial ServicesClient ManagementInvestment PlanningHigh Net Worth IndividualsWealth Management

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