Job Description
💼 Launch your career at Goldman Sachs as an Ayco Wealth Service Specialist – Analyst!
Are you a quick-thinking CA fresher (Sep'25 cleared) passionate about financial markets and serving high-net-worth individuals? Join our Wealth Management team to provide proactive financial counseling, tax preparation, and investment services. This role is your gateway to working with ultra-high-net-worth clients, family offices, and corporations in a fast-paced, innovative environment.
Key Responsibilities:
- Act as the operational driver for the Executive Wealth team, triaging inquiries and tracking client priorities. 🛡️
- Support Wealth Advisors in delivering comprehensive personal financial planning and tax services.
- Manage cash balances, private banking, and resolve complex client issues efficiently.
- Oversee new account onboarding, asset transfers, and account service requests.
- Handle pipeline management in Salesforce and prepare reports on cash flow, tax projections, investments, and estate planning. 📊
- Facilitate portfolio performance analysis, tax activities, and interface with internal teams for seamless operations.
Basic Qualifications:
- CA Fresher (Sep'25 cleared).
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Strong problem-solving, communication, and multitasking skills in a client-focused setting.
Goldman Sachs empowers clients worldwide with cutting-edge wealth management solutions. Enjoy professional growth, diversity initiatives, and a supportive culture that values your unique contributions. Start your journey today! 🌍
Are you a quick-thinking CA fresher (Sep'25 cleared) passionate about financial markets and serving high-net-worth individuals? Join our Wealth Management team to provide proactive financial counseling, tax preparation, and investment services. This role is your gateway to working with ultra-high-net-worth clients, family offices, and corporations in a fast-paced, innovative environment.
Key Responsibilities:
- Act as the operational driver for the Executive Wealth team, triaging inquiries and tracking client priorities. 🛡️
- Support Wealth Advisors in delivering comprehensive personal financial planning and tax services.
- Manage cash balances, private banking, and resolve complex client issues efficiently.
- Oversee new account onboarding, asset transfers, and account service requests.
- Handle pipeline management in Salesforce and prepare reports on cash flow, tax projections, investments, and estate planning. 📊
- Facilitate portfolio performance analysis, tax activities, and interface with internal teams for seamless operations.
Basic Qualifications:
- CA Fresher (Sep'25 cleared).
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Strong problem-solving, communication, and multitasking skills in a client-focused setting.
Goldman Sachs empowers clients worldwide with cutting-edge wealth management solutions. Enjoy professional growth, diversity initiatives, and a supportive culture that values your unique contributions. Start your journey today! 🌍