Asset & Wealth Management - Third Party Wealth (TPW) Sales - Associate - Milan Milan · Italy · [...]
Goldman Sachs Bank AG
Asset & Wealth Management - Third Party Wealth (TPW) Sales - Associate - Milan location_on Milan, Lombardia, 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
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class‑leading benefits our firm has to offer.
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