Asset & Wealth Management Operations - PWM Client Onboarding - Senior Analyst - Hyderabad / Secunderabad, Telangana - Goldman Sachs

    Goldman Sachs
    Goldman Sachs Hyderabad / Secunderabad, Telangana

    1 day ago

    Full time
    Description

    HOW YOU WILL FULFILL YOUR POTENTIAL

    • Assist in the onboarding process for new PWM clients, ensuring all required documentation is collected and verified.
    • Review client documentation for completeness and accuracy, adhering to Firm policies and regulatory requirements (AML, Know Your Client - KYC).
    • Collaborate with PWM Sales, Legal, Compliance, and other Operations teams to resolve onboarding issues and ensure seamless client experience.
    • Maintain accurate client data in Firm systems, ensuring proper recognition of approved clients, products, and services.
    • Support process improvement initiatives to enhance efficiency and reduce risk.
    • Contribute to strategic projects within the PWM Operations team.
    • Learn and apply your knowledge of financial services and operations to daily tasks.

    BASIC QUALIFICATIONS 

    • Bachelor's degree in finance, Business, or a related field.
    • Excellent communication skills, both written and verbal.
    • Strong analytical and problem-solving abilities.
    • Proficiency in MS Office (Word, Excel) and web-based applications.
    • Basic understanding of the financial industry and a keen interest in learning more.
    • Ability to work independently and as part of a team.
    • Highly organized with excellent attention to detail and follow-through skills.
    • Proactive and eager to learn with a strong work ethic.
    • Ability to multi-task, prioritize work, and manage time effectively in a fast-paced environment.

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