Private Wealth Management, Wealth Management Professional - Melbourne, VIC, Australia

Only for registered members Melbourne, VIC, Australia

2 days ago

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Job summary

Wealth Management across Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high net worth individuals as well as family offices foundations and endowments and corporations and their employees
As a Wealth Management Professional your responsibilities include Serve as the liaison for clients regarding inquiries provides team support Analyze monitor client portfolios assist with other aspects of managing a client relationship Drive complete compliance requirements control related functions Assist teams in subscribing hedge funds private equity funds Asset Management funds Handle margin requests queries Partner with operations on all account opening maintenance matters

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