About the position
Goldman Sachs helps empower clients and customers around the world to reach their financial goals through its Wealth Management division. The Private Wealth Management (PWM) team specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from deep investment experience and diverse wealth management capabilities. Wealth Management Professionals provide exceptional client service, operational support, and risk management, serving as the primary point of contact for clients and managing the onboarding of client relationships, ensuring investment objectives are met, and managing fraud risk.
Responsibilities
- Leverage interpersonal skills to contribute to a growing business
- Act as key relationship manager for ultra-high net worth clients
- Work closely with Private Wealth Advisors and teammates to service clients
- Oversee asset movements and portfolio implementations
- Introduce new and existing clients to the firm's offerings
- Identify opportunities for wealth advisory services for clients
- Understand client suitability and risk tolerance
- Help to identify and prevent fraudulent activities
- Work with middle and back office colleagues to ensure an exceptional client experience
- Execute, process and reconcile trading and other investment related transactions
- Lead or participate in divisional efforts to improve efficiencies within PWM business
- Participate in local training and recruiting
- Serve as a coach/mentor for less tenured teammates
Requirements
- Bachelor's Degree Required
- 2-4 years of preferred experience in client service and/or the financial industry
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in client service
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- Commitment to excellence and a high level of integrity
- Interest in Financial Services Industry
- SIE, Series 7 and 63 required (must be obtained within three months of employment)
Benefits
- Competitive salary
- Discretionary bonus eligibility
- Comprehensive benefits and wellness offerings
