21 days old

Goldman Sachs, CWM, Partners Family Office, Analyst, London

Goldman Sachs Group
London, England EC4A 2BE


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.


At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally.  From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside of the office.


Private Wealth Management

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.


The GS Family Office (GSFO) works in coordination with private wealth advisors to develop strong relationships with clients and prospective clients to deliver a full suite of wealth planning and family office services, including income tax planning, trust and estate planning, philanthropic giving and general administrative support. GSFO is in search of an individual to support the group responsible for delivering wealth planning and family office services to our EMEA-based Goldman Sachs Partners, our most senior executives at the firm.



  • We are looking for a talented individual to assist with the wealth planning and family office strategy, as part of a fully integrated wealth advisory service for EMEA-based GS Partners and, as required, for EMEA clients, including:
  • Assist in executing action plans to achieve financial goals (e.g. wealth transfer, income tax, charitable giving)
  • Preparation of quarterly and ad-hoc custom reporting (e.g., cash flow, balance sheets, tax projections)
  • Assist with management of all non-investment related aspects of the client, including, but not limited to estates and trusts, artwork, real estate, financial holdings
  • Working with external vendors on tax return preparation by collating tax data
  • Work with the senior relationship advisor for several GS Partners
  • Collaborate with private wealth management teams, trustees, attorneys, accountants, and other advisors and professional service providers in order to deliver on GS Partners wealth planning objectives
  • Work with a team of 5-10 wealth and tax planning professionals with jurisdictional expertise located predominantly in London
  • Develop and maintain strong relationships with private wealth advisor teams, the Goldman Sachs Tax Department, Goldman Sachs Human Capital Management and other key internal constituencies



  • Bachelors Degree required
  • Deep interest in the financial markets and good investment sense / commercial instinct
  • Ideal, but not essential, experience working with high net worth clients, some experience of the tax implications of investment portfolios, estate planning entities and philanthropic entities
  • Proficient in Microsoft Excel and working knowledge of Word and PowerPoint
  • Excellent interpersonal skills and a desire to work as a team
  • Resourceful, energetic, extremely organized, attentive to detail and capable of multi-tasking in a fast-paced environment
  • Ability to work and think clearly under pressure
  • Commitment to excellence and a high level of integrity


ABOUT GOLDMAN SACHSAt 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. Were 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., 2021. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity



Posted: 2021-04-14 Expires: 2021-05-14

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Goldman Sachs, CWM, Partners Family Office, Analyst, London

Goldman Sachs Group
London, England EC4A 2BE

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