Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
$75k - $160kFull-time
Goldman Sachs
YOUR IMPACT
Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. 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
Wealth Management 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. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. 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. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. How You Will Fulfill Your Potential- 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
- 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
- Participate in local training and recruiting
- Serve as a coach/mentor for less tenured teammates
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. Skills & Experience We’re Looking For- Bachelor’s Degree Required
- 2-4 years of preferred experience in client service and/or the financial
- 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
- Commitment to excellence and a high level of integrity
- Interest in Financial Services Industry
- SIE, Series 7 and 63 required
Vacancy posted 5 hours ago
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