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Asset & Wealth Management – Private Wealth Management – Wealth Management Professional – Analyst
| Company | Goldman Sachs |
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| Location | San Francisco, CA, USA |
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| Salary | $60000 – $125000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- Bachelor’s Degree Required
- 1-3 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
- Leverage your 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 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
Preferred Qualifications
No preferred qualifications provided.
