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Asset & Wealth Management, Wealth Management Professional - Outreach, Analyst / Associate, Hong Kong

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**Asset & Wealth Management Professional - Outreach, Analyst / Associate, Hong Kong** - **Role:** Support PWM sales teams and clients in account documentation, ensuring client understanding of regulations and process accuracy. - **Responsibilities:** Onboard clients, manage queries, data input, and process improvements. - **Required Skills:** 3-5 years of experience, SFC Paper 1 licensing, Mandarin language skills preferred. - **Tools & Tech:** Client relationship platforms, data management software. - **Domain & Location:** Asset & Wealth Management, Hong Kong. - **Seniority:** Analyst / Associate.

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

Asset & Wealth Management, Wealth Management Professional - Outreach, Analyst / Associate, Hong KongHong Kong, Hong Kong
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Hong Kong
JOB FUNCTIONSales Support
DIVISIONAsset & Wealth Management

Private Wealth Management (PWM) 

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.

How You Will Fulfill Your Potential

         Ensure satisfactory client experience by providing exceptional support during onboarding, maintenance, and remediation requests;

         Act as a single point of contact for Sales teams and external clients for account documentation queries;

         Ensure clients understanding of the account documentation, Client Identification Program, and regulatory requirements during onboarding, maintenance, or remediation processes;

         Ensure the accuracy and completeness of account documentation in accordance with firm policy and regulatory requirements;

         Perform data input into the system for account opening, maintenance, and remediation requests; and

         Continuously identify and implement process improvements. 

Skills & Experience Were Looking For

         3-5 years of work experience with previous client service experience

         SFC Paper 1 licensing required

         Mandarin language skills (Business level) preferred

         Highly motivated and results orientated

         Have a high level of self-initiative to challenge and improve processes

         Strong understanding of risk and control framework in operations

         Has strong interpersonal skills to establish Business and Federation relationships

         Able to manage multiple tasks or projects and manage deadlines effectively

         Strong team player who is able to work under pressure

         Previous client facing experience is preferred

ABOUT GOLDMAN SACHS

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.  

Were 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

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

 

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Asset & Wealth Management, Wealth Management Professional - Outreach, Analyst / Associate, Hong Kong

Compensation

Not specified

City: Hong Kong

Country: Hong Kong

Goldman Sachs logo
Bulge Bracket Investment Banks

15 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Asset & Wealth Management Professional - Outreach, Analyst / Associate, Hong Kong** - **Role:** Support PWM sales teams and clients in account documentation, ensuring client understanding of regulations and process accuracy. - **Responsibilities:** Onboard clients, manage queries, data input, and process improvements. - **Required Skills:** 3-5 years of experience, SFC Paper 1 licensing, Mandarin language skills preferred. - **Tools & Tech:** Client relationship platforms, data management software. - **Domain & Location:** Asset & Wealth Management, Hong Kong. - **Seniority:** Analyst / Associate.

Full Job Description

Asset & Wealth Management, Wealth Management Professional - Outreach, Analyst / Associate, Hong KongHong Kong, Hong Kong
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Hong Kong
JOB FUNCTIONSales Support
DIVISIONAsset & Wealth Management

Private Wealth Management (PWM) 

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.

How You Will Fulfill Your Potential

         Ensure satisfactory client experience by providing exceptional support during onboarding, maintenance, and remediation requests;

         Act as a single point of contact for Sales teams and external clients for account documentation queries;

         Ensure clients understanding of the account documentation, Client Identification Program, and regulatory requirements during onboarding, maintenance, or remediation processes;

         Ensure the accuracy and completeness of account documentation in accordance with firm policy and regulatory requirements;

         Perform data input into the system for account opening, maintenance, and remediation requests; and

         Continuously identify and implement process improvements. 

Skills & Experience Were Looking For

         3-5 years of work experience with previous client service experience

         SFC Paper 1 licensing required

         Mandarin language skills (Business level) preferred

         Highly motivated and results orientated

         Have a high level of self-initiative to challenge and improve processes

         Strong understanding of risk and control framework in operations

         Has strong interpersonal skills to establish Business and Federation relationships

         Able to manage multiple tasks or projects and manage deadlines effectively

         Strong team player who is able to work under pressure

         Previous client facing experience is preferred

ABOUT GOLDMAN SACHS

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.  

Were 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

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

 

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More