Asset & Wealth Management, Private… at Goldman Sachs · New York

Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Senior Analyst in Private Wealth Management to provide exceptional client service, operational support, and risk management while managing client relationships and onboarding processes. 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 - 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 Required Qualifications: - 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 Required Skills: Client Service, Financial Industry Knowledge, Securities Industry Essentials (SIE), Series 7 License, Series 63 License, 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.