Wealth Management-London-Associate-Business Development Professional

Overview

In this role you support Private Wealth Advisors to deliver tailored wealth strategies to PWM clients and prospective clients. You’ll prepare marketing materials, analyze portfolios, and execute rebalances while building a strong client service foundation. You will source new prospects, manage team meetings, and relay market views within a collaborative, cross-functional environment. This apprenticeship path prepares you to transition into a Private Wealth Advisor, contributing to client growth and service excellence.

Responsibilities

• Support Private Wealth Advisors by implementing wealth management strategies
• Prepare marketing presentations for prospective clients
• Analyze portfolio risk/return characteristics
• Execute portfolio rebalancing and trades
• Research investment vehicles for client asset allocation
• Provide client service and team support
• Source new prospective clients via cold outreach
• Serve as the team’s CRM expert
• Participate in client meetings and follow-up
• Manage new business team meetings and action items
• Relay GS Research and ISG market views to clients and prospects
• Liaise with Investment Management product groups to respond to client needs

Key requirements

• Bachelor’s degree
• 5+ years financial markets experience within PWM, investing or sales trading
• Interest in pursuing a career as a Private Wealth Advisor
• Ability to work in a fast-paced environment under pressure
• Strong interest in financial markets and sound investment sense
• Ability to multi-task with cross-firm partners
• Entrepreneurial spirit and teamwork orientation
• Excellent verbal and written communication skills
• Strong interpersonal skills and relationship-building
• Creative problem-solving and solid project management

• communication skills
• interpersonal skills
• teamwork
• portfolio analysis
• risk/return assessment
• portfolio rebalancing

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