Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst

Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Dallas role at Goldman Sachs
.

This role will launch a 2026 start and is focused on accelerating your career at the pinnacle of global wealth management. Goldman Sachs looks for professionals with a deep passion for client service, markets, and a collaborative mindset to support a culture of integrity and relentless pursuit of excellence.

• Act as a key relationship manager for ultra‑high net worth clients and collaborate with Private Wealth Advisors to service them.
• Oversee asset movements, portfolio implementations, and leverage your understanding of estate planning, tax concepts, and other organizational documents.
• Introduce clients to firm offerings including client reporting, digital capabilities, banking services, and wealth advisory services.
• Identify opportunities for wealth advisory services, assess client suitability and risk tolerance.
• Help identify and prevent fraudulent activities and work with middle and back‑office colleagues to ensure an exceptional client experience.
• Execute, process, and reconcile trading and other investment‑related transactions.
• Support onboarding of new client relationships and ensure achievement of their investment objectives.

• Bachelor’s degree.
• 1–3 years of preferred experience in client service within the financial industry.
• Strong verbal and written communication and organizational skills.
• Ability to work autonomously in a fast‑paced environment and think clearly under pressure.
• Commitment to excellence and high integrity.
• Interest in the financial services industry.
• Required to obtain SIE, Series 7, and 63 within three months of employment.

Goldman Sachs is a leading global investment banking, securities and investment management firm founded in 1869. Headquartered in New York, we hold offices worldwide and are committed to fostering diversity, inclusion and offering robust development opportunities.

Goldman Sachs is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability or any other characteristic protected by applicable law.