About The Position
Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) 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. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.
Requirements
- Bachelor’s Degree Required
- 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, as well as 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
Nice To Haves
- 2-4 years of preferred experience in client service and/or the financial industry
Responsibilities
- Act as key relationship manager for ultra-high net worth clients
- Work closely with Private Wealth Advisors and teammates to service our clients
- Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
- Introduce new and existing clients to the firm’s offerings including but not limited to client reporting, digital capabilities and banking services
- Identify opportunities for wealth advisory services for clients
- Understand client suitability and risk tolerance
- Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
- Work with our 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
