CIMD, PWM, Wealth Management Professional - Analyst / Associate - Hong Kong

Location(s) HK-Hong Kong
Job ID
Schedule Type
Full Time
Investment Management
Asia Except Japan
Consumer and Investment Management Division
Business Unit
PWM Sales - China
Employment Type


Consumer and Investment Management (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.



Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.



As a Wealth Management Professional, your responsibilities include:


• Serve as the liaison for clients regarding inquiries and provides team support 
• Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship 
• Drive and complete a number of compliance requirements and control related functions 
• Assist clients with asset transfers 
• Assist the teams with execution of trades (primarily in FX and Cash deposits) 
• Handle cash management, foreign exchange transactions, currency hedging and money markets trades 
• Assist teams in subscribing hedge funds, private equity funds and GSAM funds 
• Assist on projects related to platform development and other infrastructure issues 
• Handle margin related requests and queries; liaise with various operations and technology teams for day to day support 
• Partner with operations on all account opening / maintenance matters, including various remediation efforts.


Basic Qualifications

  • 3 to 6 years of relevant experience 
  • Bachelor degree 
  • Ability to work in a fast-paced environment within a team-oriented structure 
  • Ability to work and think clearly under pressure 
  • Team player 
  • Excellent analytical, communication, and interpersonal skills 
  • Strong organizational skills and attention to detail 
  • Knowledge of Microsoft Office software (Outlook, Excel and Word) 
  • Cantonese and Mandarin required 
  • HK SFC paper 1 (must be obtained within first six months of employment)



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