Asset & Wealth Management - Third Party Wealth (TPW) Sales - Associate - Milan
Goldman Sachs
Accounting & Finance, Sales & Business Development
Milan, Italy
Goldman Sachs Asset Management is recognized as one of the world’s leading asset managers, overseeing more than $3 trillion in assets. As the primary investment area within Goldman Sachs, we deliver investment and advisory services to a diverse range of clients, including insurance companies, pension plans, sovereign wealth funds, endowments, foundations, financial advisors, and individuals. Joining our team means the chance to work with clients across the globe and participate in exciting investment opportunities, all while collaborating with talented colleagues from various asset classes and regions. We foster a culture built on integrity and transparency, where you’ll be part of a diverse team dedicated to excellence, our clients, and building sustainable success.
Key Responsibilities:
- Demonstrates strong knowledge of developments in the Italian Third Party Wealth market
- Serves as the primary relationship manager for assigned accounts in Italy
- Acts as a consultant by understanding clients’ strategies, risk profiles, and operational needs
- Provides insights on market trends, product developments, and performance updates to both clients and team members
- Supports business development by identifying opportunities for cross-selling or expanding product usage within existing client relationships
- Ensures compliance with regulatory standards and internal governance policies across all client interactions
- Delivers presentations, conducts performance reviews, and manages strategic account plans
- Contributes to the ongoing improvement of client service processes and relationship management best practices
- Brings entrepreneurial skills and fosters a teamwork attitude
- Maintains accurate sales pipeline data, tracks client activity, and helps achieve Italian sales targets
- Enhances client retention and satisfaction through strong communication and proactive service delivery
Qualifications:
- Minimum of 3-5 years of experience in Asset Management or Wealth
- Fluent in Italian and English
- Holds at least a bachelor's degree in a relevant field