4 Asset Transfers Jobs

Asset Transfer and Brokerage Support team is part of Wealth Management US Operations, which takes care of asset movement and alternative investments for Private Bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut-off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing, capital call and distribution. Your skills and experience Graduate or above Needs to be a self-starter with significant ability to undertake initiatives Strong interpersonal / good negotiations skills are required Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected Ability and willingness to work in night shift is a must How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

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 corporationsandtheiremployees.Ourconsumerbusiness providesdigitalsolutions forcustomerstobetter spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data anddesign. Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce

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 corporationsandtheiremployees.Ourconsumerbusiness providesdigitalsolutions forcustomerstobetter spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data anddesign. Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. Basic Qualifications Four-year degree or higher in Management, Finance, Accounting orEconomics. Indepth understandingofProcesses andProceduresforclienton-boarding,accountmaintenance, and accountfunding. Acquaintance with different financial instruments (Stocks, Options, FixedIncome, Debt) Priorexperienceinwealthmanagementoperationsorinvestmentprocessimplementation isa plus. Excellent organizationalskills. Superior written and verbal communicationskills. Ability to maintain a high level ofconfidentiality Enthusiastic and positive approach to problem-solving and clientservice. Proven track record with cross training, task-sharing and mutually supportiveteamwork. Innovative thought processes and pro-active time management and task completionfollow-through.

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 corporationsandtheiremployees.Ourconsumerbusiness providesdigitalsolutions forcustomerstobetter spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data anddesign. Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. Basic Qualifications Four-year degree or higher in Management, Finance, Accounting orEconomics. Indepth understandingofProcesses andProceduresforclienton-boarding,accountmaintenance, and accountfunding. Acquaintance with different financial instruments (Stocks, Options, FixedIncome, Debt) Priorexperienceinwealthmanagementoperationsorinvestmentprocessimplementation isa plus. Excellent organizationalskills. Superior written and verbal communicationskills. Ability to maintain a high level ofconfidentiality Enthusiastic and positive approach to problem-solving and clientservice. Proven track record with cross training, task-sharing and mutually supportiveteamwork. Innovative thought processes and pro-active time management and task completionfollow-through.