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Asset & Wealth Management Operations - PWM COB Maintenance - Analyst

Min Experience

0 years

Location

Bangalore

JobType

Full Time

About the job

Info This job is sourced from a job board

About the role

Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on-boarding process Ensure that all client documentation required by the Firm's Customer Identification Program (CIP) is received, reviewed and approved within the appropriate time-frames in line with AML and Know Your Client requirements Understand Front to Back data flow to ensure downstream systems correctly recognize approved clients, products and services, including Cash products, Client Statement and Performance reporting. Ability to resolve issues through coordination with PWM business, PWM Compliance, PWM Legal and other Operations teams Supporting SALES, CRM, and Other regional teams by providing accurate and timely information and overseeing all aspects of support of each pooled vehicle

About the company

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Skills

Client On-boarding
Account Maintenance
Customer Identification Program (CIP)
Know Your Customer (KYC)