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

Goldman Sachs•Miami, FL

About The Position

Goldman Sachs Private Wealth Management (PWM) creates comprehensive wealth management plans for ultra-high-net-worth individuals and families, as well as select institutions such as foundations and endowments. PWM teams work one-on-one with clients to provide customized strategies drawing on the firm's investment experience, wealth management capabilities, and global reach. Private Wealth Advisors provide an investment platform that may include tax and estate planning, philanthropic planning, private banking, and lending services. 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 and oversee the operational management of the client experience, including onboarding, supporting investment objectives, 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, with the ability to work autonomously and collaboratively.
Ability to multitask and work with numerous colleagues and desks across the firm.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
SIE, Series 3, Series 7, and Series 63 licenses 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 on asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
Help execute, process, and reconcile client trades across products including equities, equity options, fixed income, and currencies.
Use operational experience to contribute to the growing business.
Support Private Wealth Advisors and their PWM clients.
Identify opportunities for wealth advisory services and coordinate them within the client base.
Manage advisory business implementation and rebalancing.
Manage account cash balances and private banking services.
Serve as a key liaison to other areas supporting the PWM business.
Plan and manage the new-account onboarding process.
Explain client reporting and web capabilities to potential new clients.