Wealth Management, Operations, Client Onboarding & Configuration, Senior Analyst, Singapore/Hong Kong
Wealth Management, Operations, Client Onboarding & Configuration, Senior Analyst, Singapore/Hong Kong
PRIVATE WEALTH MANAGEMENT OPERATIONS
Are you looking to apply your analytical skills while deepening your understanding of Private Wealth Management (PWM)? Our Client Onboarding (COB) team is seeking a professional who is looking to collaborate with Legal, Management, Compliance and AML Compliance to mitigate risks associated with the onboarding of new PWM clients. Operations is a dynamic, multi-faceted division that partners with all parts of the Firm to deliver banking, sales and trading and asset management capabilities to clients around the world. PWM Operations supports PWM Private Wealth Advisors (PWA) globally. PWAs are responsible for advising ultra-high net worth individuals on strategies to build and protect their financial assets through customized advice and services. PWM Operations is instrumental in meeting our clients' needs and is responsible for several key processes which include asset transfers, client servicing, execution services, account opening, performance measurement, and reporting of Goldman-custodied assets and away-custodied assets
JOB RESPONSBILITIES
The PWM COB Team is responsible for reviewing Account Onboarding and Maintenance documentations meet regulatory requirements.
The team plays a key role in safeguarding the firm by performing the following key functions:
- Understand the different client account structures and legal documentation required to establish new accounts
- Review the accuracy and completeness of account documentation and all required signatures have been obtained
- Ensuring organizational documents are obtained in accordance with firm policy and regulatory requirements
- Perform data input into the system for proper account set up
- Ensure suitability review has been completed
- Identify red flags at client onboarding stage
- Partner with AML Compliance to ensure new policies and regulations are fully implemented within Global PWM
- Be vigilant in due diligence reviews of new client screening for AML & Know Your Client requirements
- Evaluate product requests, such as options and margin, for each PWM client account to ensure they meet all regulatory and firm requirements
- Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting
- Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal
- Ensure the updated documentations are properly stored into the central documents depository for completeness
- Continuously identify and implement process improvements
- Conduct comprehensive system testing and regression analysis to ensure functional readiness
QUALIFICATIONS
- Bachelor’s degree
- 2+ years financial industry experience in AML or other Client Onboarding Regulatory experience
- Highly motivated and results orientated
- Have a high level of self-initiative to challenge and improve processes
- Strong understanding of risk and control framework in operations
- Has strong interpersonal skills to establish Business and Federation relationships
- Able to manage multiple tasks or projects and manage deadlines effectively
- Strong team player who is able to work under pressure
- Proficiency in Chinese is considered beneficial
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 employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Skills Required
- Bachelor's degree
- 2+ years financial industry experience in AML or client onboarding/regulatory experience
- Strong understanding of risk and control framework in operations
- Experience reviewing account documentation, KYC/AML due diligence and identifying onboarding red flags
- Experience performing data input/system account setup and conducting system testing and regression analysis
- Strong interpersonal and stakeholder management skills
- Ability to manage multiple tasks or projects and meet deadlines
- High self-initiative, results orientation and drive for process improvement
- Proficiency in Chinese
Goldman Sachs Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Goldman Sachs and has not been reviewed or approved by Goldman Sachs.
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Healthcare Strength — Healthcare is described as offering multiple plan options with subsidized premiums and prescription coverage. Materials indicate there are no pre-existing condition limitations in the U.S. summary.
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Retirement Support — Retirement benefits are considered competitive, including employer 401(k) matching and access to financial education and planning resources. These features position long-term savings as a core component of the package.
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Parental & Family Support — Family-support programs include paid parenting leave, family-care leave, and resources such as childcare support and lactation rooms in some offices. These offerings signal emphasis on supporting caregivers alongside work.
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At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com
