Senior Financial Consultant
9 hours ago
About the Role
We are seeking a Senior Financial Consultant to join our team in Stockholm. As a key member of our Private Wealth Management group, you will be responsible for providing relationship management and support to PWM clients.
Key Responsibilities
- Work closely with Private Wealth Advisors to develop and implement wealth management strategies for PWM clients.
- Develop and prepare marketing presentations for prospective clients addressing equity, fixed income, and alternative investment components of asset allocation.
- Analyze equity and fixed income portfolios for risk and return characteristics.
- Research internal and external investment vehicles for client asset allocation.
- Stay up-to-date on the latest events in the financial markets.
- Relay GS research and market views to Private Wealth Advisors.
- Collaborate with various product groups within Investment Management to respond to client needs.
- Assist with trading and provide client service and team support.
Requirements
- Native Swedish language skills are required.
- Experience working in a relevant field is preferred.
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
- Highly organized with exceptional attention to detail and follow-through.
- Strong ability to manage multiple projects with competing deadlines.
- Team player with positive attitude and strong work ethic.
- Strong communication skills (written and verbal).
- Ability to work in a fast-paced environment.
- Ability to adapt quickly to a variety of industries and businesses.
- Ability to self-direct, analyze and evaluate and form independent judgments.
- Ability to effectively interact and build relationships with senior management and global stakeholders.
- Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information.
- Integrity, ethical standards and sound judgment.
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