Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Investing, Wealth

YOUR IMPACT

Are you a quick‑thinking self‑starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem‑solve and think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast‑paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

This role is in Goldman Partner Office – Invest.

• Act as key relationship manager
• 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 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

• 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 autonomously while collaborating with teammates
• 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 the Financial Services Industry
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

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.