Wealth Service Specialist - Asset & Wealth Management

Asset & Wealth Management - CMT/MCG - Analyst - Bengaluru

About Goldman Sachs 

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Wealth Management

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.

Job Responsibilities 

We are seeking a Wealth Service Specialist to join the EMEA Private Wealth Management (PWM) Capital Markets team, providing dual support to:

• Cross Markets Team (CMT): the centralized PWM resource for curated market insights, derivative structuring support, and best-in-class advice and execution across asset classes, with a focus on Fixed Income, Currencies and Commodities (FICC) for PWM EMEA.
• Markets Coverage Group (MCG): a high-touch, institutional-style sales coverage and investment advice team serving ultra-high net worth clients, including family offices, private investment vehicles, and select individuals.

This role sits at the intersection of client service, execution support, and front-to-back risk and control discipline. You will partner closely with Private Wealth Advisors, Sales, Trading, Operations, Legal, and Compliance to deliver a seamless client experience.

Cross Markets Team Responsibilities

• Support end-to-end trade lifecycle for FICC products, including:
  • Pre-trade checks and controls
  • Trade booking support and coordination
  • Post-trade checks and issue resolution
  • Revenue tracking and reporting
• Respond to internal and external queries related to trade activity and execution logistics, coordinating with Private Wealth Advisor teams as needed.
• Drive process improvements and automation initiatives to reduce manual touchpoints and improve efficiency in trading workflows.
• Best execution monitoring support, including:
  • Recordkeeping and evidence gathering
  • Data analysis to support periodic reviews and regulatory compliance
• Blotter management:
  • Maintain, reconcile, and validate trading blotters
  • Ensure completeness, accuracy, and timeliness of key data fields
• Risk and control:
  • Follow applicable risk management policies and procedures
  • Contribute to risk commentary and risk-related reporting where required

 

Markets Coverage Group (MCG) responsibilities

• Provide client service management and operational support for coverage clients, including:
  • New account implementation
  • Trade execution support
  • Liquidity and cash management support
  • Ongoing client and account maintenance
• Coordinate new client onboarding:
  • Account opening documentation
  • Required forms, disclosures, and internal approvals
• Maintain existing accounts:
  • Periodic reviews
  • Standing instructions
  • Service requests and updates
• Support private banking service needs and cash balance oversight within accounts.
• Manage operational requests such as asset transfers, account maintenance, and other servicing workflows.
• Assist with client reporting support, including elements of portfolio performance reporting coordination.
• Help ensure ongoing compliance with regulatory requirements and internal policies.
• Anticipate issues, identify root causes, and propose solutions to reduce client impact and rework.

 

What we are looking for

You are a quick-thinking, detail-oriented self-starter who enjoys solving problems, improving processes, and delivering a high-quality client experience in a fast-paced environment. You can manage multiple priorities, communicate clearly across stakeholder groups, and consistently operate with integrity and sound judgment.

REQUIREMENTS

• 1 to 3 years of relevant experience (wealth management operations, markets support, client service, or similar).
• Fluency in English.
• Strong client service mindset with clear written and verbal communication.
• Strong organization, attention to detail, and follow-through.
• Ability to manage multiple tasks and competing deadlines.
• Ability to build effective working relationships across Compliance, Operations, Legal, and Front Office teams.
• High standards of confidentiality, integrity, and ethical judgment.
• Pro Preferred
• Bachelor degree (or higher) in Management, Finance, Accounting, Economics, or related discipline.
• Understanding of onboarding, account maintenance, and account funding processes.
• Familiarity with financial instruments such as equities, options, fixed income, and credit products.
• Experience driving process efficiencies, controls enhancements, and automation.
• Proficiency in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.

Preferred

• Bachelor degree (or higher) in Management, Finance, Accounting, Economics, or related discipline.
• Understanding of onboarding, account maintenance, and account funding processes.
• Familiarity with financial instruments such as equities, options, fixed income, and credit products.
• Experience driving process efficiencies, controls enhancements, and automation.

 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

 

Experience Level

Mid Level