Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior Analyst | Seattle
About the role
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.
OUR IMPACT
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.
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.
Your Role
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs.
- 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
Skills & Experience
- 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)
Where Will You Make an Impact?
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. This role is in our Seattle office.
Pay
The expected base salary for this Seattle, Washington, United States-based position is $60,000 - $125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.