Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Houston

Goldman Sachs•Houston, TX

2d•Onsite

About The Position

This role is within Asset & Wealth Management, specifically in Wealth Management Professional, Senior Analyst. The position requires a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and think outside the box. Wealth Management Professionals support all aspects of the business from an operational and relationship management perspective. The role is for professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing the business.

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, 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 (must be obtained within three months of employment)

Responsibilities

Managing the onboarding of client relationships
Ensuring we are meeting our client's investment objectives
Managing fraud risk
Trade execution
Liquidity management
Ongoing relationship management
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 our clients
Oversee asset movements, portfolio implementations and leverage understanding of organizational documents, estate planning and tax concepts
Introduce new and existing clients to the firm's offerings including 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 deep understanding of our clients and their behaviors
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