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

Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking Wealth Management Professionals to join their Private Wealth Management team in Seattle. The role involves building deep relationships with ultra-high net worth clients and delivering world-class financial solutions while overseeing asset movements and ensuring exceptional client experiences. 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 - 1-3 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 experience, SIE certification, Series 7 certification, Series 63 certification Nice-to-Have Skills: Interest in Financial Services, Self-motivated Benefits: Discretionary bonus