Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco
About the role
Join Goldman Sachs as a Wealth Management Professional to deliver world-class financial solutions and build enduring client partnerships. Our Private Wealth Management (PWM) business specializes in comprehensive wealth management plans for high net worth individuals and families, leveraging the full breadth of Goldman Sachs' global resources.
Responsibilities
- 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 clients
- Oversee asset movements, portfolio implementations, and understand 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 identify and prevent fraudulent activities by leveraging deep understanding of 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
Requirements
We're looking for candidates with a Bachelor's degree and 1-3 years of experience in client service and/or the financial industry. Must have SIE, Series 7, and 63 licenses within three months of employment.
Qualifications
Strong interest in client service, self-motivated, able to work autonomously and collaboratively, excellent verbal and written communication skills, and strong organizational and interpersonal skills are essential. Commitment to excellence and integrity is also crucial.
Skills
- Bachelor's Degree Required
- 1-3 years of experience in client service and/or the financial industry
- SIE, Series 7, and 63 licenses required (must be obtained within three months of employment)
Benefits
Competitive base salary ranging from $60,000 to $125,000, plus potential discretionary bonus. Comprehensive benefits package includes health insurance, retirement plans, and wellness programs.
Pay
$60,000 - $125,000 annually
Schedule
Full-time position based in San Francisco, California, United States