Asset & Wealth Management, Private Wealth… at Goldman Sachs · San…

Summary: Goldman Sachs is a leading global investment banking and investment management firm seeking Wealth Management Professionals to enhance client relationships and deliver financial solutions. The role involves managing client onboarding, executing trades, and ensuring exceptional client experiences for ultra-high net worth individuals and institutions. 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 Required Qualifications: - Bachelor's Degree Required - 1 to 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) Required Skills: Client service, Financial industry knowledge, Investment management, Portfolio implementation, Estate planning, Tax concepts, Fraud risk mitigation, Trading execution, Securities Industry Essentials (SIE), Series 7, Series 63, Commitment to excellence Benefits: Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.