Job Summary

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 setting where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business.

Job Responsibilities

- 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

Role: Asset Operations,

Industry Type: Investment Banking / Venture Capital / Private Equity,

Department: BFSI, Investments & Trading,

Employment Type: Full Time, Permanent

Role Category: Banking Operations

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills account maintenanceaccountingbankingclient relationshipcommunication skillsdebtdigital solutionsfinancefinancial instrumentsfinancial planningfinancial servicesfixed incomehtmlinvestment bankinginvestment management

📌 PWM WSS Asia- Analyst (Bengaluru)
🏢 Goldman Sachs
📍 Bengaluru