Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
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
- Manage the onboarding of client relationships
- Ensure we are meeting our client’s investment objectives
- Manage fraud risk
- Leverage your understanding of organizational documents, estate planning and tax concepts
- Introduce new and existing clients to the firm’s offerings
- Understand client suitability and risk tolerance
- Identify opportunities for wealth advisory services for clients
- Help to identify and prevent fraudulent activities
- Work with our 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
Skills & Experience
- 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
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.
Company Information
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html