Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Atlanta

Goldman Sachs•Atlanta, GA

1d•Onsite

About The Position

The Wealth Management Professional role is within the Private Wealth Management (PWM) division of Goldman Sachs. PWM specializes in creating comprehensive wealth management plans for ultra-high net worth individuals and families, as well as select institutions. Wealth Management Professionals work directly with clients to provide exceptional client service, operational support, and risk management. They act as a primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Key responsibilities include managing client onboarding, ensuring client investment objectives are met, managing fraud risk, trade execution, liquidity management, and ongoing relationship management.

Requirements

Bachelor's degree
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 autonomous, yet collaborative environment
Ability to multi-task and work with numerous colleagues and desks across the Firm
Strong verbal and written communication skills
Strong organizational and interpersonal skills
SIE, Series 3, 7 and 63 (must be obtained within three months of employment)

Responsibilities

Work closely with Private Wealth Advisors to assist with relationship management for high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits
Prepare client-facing materials depicting asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews
Help execute, process, and reconcile trades on behalf of clients in a variety of products including equities, equity options, fixed income, and currencies
Leverage operational background and experience to contribute to a growing business
Work closely with Private Wealth Advisors to support their PWM clients
Identify opportunities for and coordinate wealth advisory services within client base
Manage advisory business implementation and rebalancing
Manage cash balances and private banking services in accounts
Serve as a key liaison to other areas supporting the PWM Business
Plan and manage new account onboarding process
Provide overview of client reporting and web capabilities to potential new clients