Job Description
Goldman Sachs
Wealth Management
Full -Time
Hyderabad, Telangana, India
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Any Degree
Freshers
1, Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
2, Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
3. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
4. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
5. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
6. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
7. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
8. Helping the company meet its financial objectives through personalised financial planning.
9. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
1. Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
2. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
3. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
4. Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
5. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
