Goldman Sachs MENA
Wealth Management Professional, Analyst
- Permanent
- Riyadh, Saudi Arabia
- Experience 5 - 10 yrs
Report job as expired
Job expiry date: 20/07/2025
Job overview
Date posted
05/06/2025
Location
Riyadh, Saudi Arabia
Salary
SAR Undisclosed per month
Experience
5 - 10 yrs
Seniority
Experienced
Qualification
Bachelors degree
Expiration date
20/07/2025
Job description
Private Wealth Management (PWM) secures, develops, and manages relationships with high-net-worth individuals, their families, family offices, and foundations. PWM assists clients with building and preserving financial wealth through long-term asset allocation tailored to risk tolerance and by offering innovative investment ideas. The Analyst will support Private Wealth Advisors and clients by handling account onboarding, trade processing, reporting, and operational support, while gaining deep exposure to investment management.
Required skills
client service management
account onboarding
portfolio monitoring
liquidity management
trade reconciliation
marketing presentations
MS Excel
MS PowerPoint
MS Word
MS Outlook
asset allocation
private banking
financial reporting
operational support
investment strategy
Key responsibilities
- Plan and manage new account onboarding process
- Work closely with Private Wealth Advisors to support PWM clients
- Manage cash balances and private banking services in accounts
- Serve as a key liaison to other areas supporting the PWM business
- Provide overview of client reporting and web capabilities to new clients
- Execute, process, and reconcile trading and investment transactions
- Manage advisory business implementation and rebalancing
- Support and implement wealth management strategies for PWM clients
- Develop and prepare marketing presentations for prospective clients
- Relay Goldman Sachs research and market views to Private Wealth Advisors
- Work with various product groups to respond to client needs
Experience & skills
- Bachelorās degree
- Fluent English
- Prior experience working in a relevant field
- Highly organized with attention to detail and follow-through
- Ability to manage multiple projects with competing deadlines
- Team player with positive attitude and strong work ethic
- Strong written and verbal communication skills
- Ability to work in a fast-paced environment
- Commercial awareness and discretion with confidential information
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
