Wealth Management Operations Analyst Job in Bengaluru at Goldman Sachs

Goldman Sachs is hiring for the role of Wealth Management Operations Analyst!

Responsibilities of the Candidate:

• Serve as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities.
• Assist Advisor teams who work one-on-one with individual and/or corporate clients, providing comprehensive personal financial planning, investment planning, and tax services to corporate employees, executives, and other high-net-worth individuals.
• Work closely with Wealth Advisor teams to support their AYCO clients.
• Leverage operational background and experience to contribute to a growing business.
• Proactively anticipate, determine, and recommend solutions to meet client needs and resolve issues related to investment transactions.
• Manage cash balances and private banking services in accounts.
• Resolve time-sensitive client service-related issues, including complex situations.
• Plan and manage the new account onboarding process, asset transfers, and other account service requests.
• Manage the pipeline of new business opportunities in Salesforce.
• Prepare client reports related to cash flow planning, income tax projections, investment allocation, investment performance, and estate flowcharts.
• Facilitate various aspects of client portfolio performance reporting and analysis.
• Assist with tax activities including tax return quality control, estimated payments, and e-filing.
• Interface with internal teams to complete investment and operational tasks.
• Complete positive and negative consent client emails and handle exception tracking and comments.

Requirements:

• CA fresher (September 2025 attempt cleared).
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to maintain a high level of confidentiality.
• Enthusiastic and positive approach to problem-solving and client service.
• Proven ability in cross-training, task-sharing, and collaborative teamwork.