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About the Role

Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships.

Responsibilities

Leverage 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 clients
Oversee asset movements, portfolio implementations and leverage 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 identify and prevent fraudulent activities by leveraging deep understanding of clients and their behaviors
Work with middle and back office colleagues to ensure an exceptional client experience
Execute, process and reconcile trading and other investment related transactions

Requirements

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)

Skills

Client service
Financial industry
Interpersonal skills
Communication skills
Organizational skills
Client relationship management
Asset movement oversight
Portfolio implementation
Understanding of organizational documents
Estate planning
Tax concepts
Client reporting
Digital capabilities
Banking services
Wealth advisory services
Client suitability
Risk tolerance
Fraud prevention
Trading
Investment transactions

Location

San Francisco

Work Type

Full-time

Experience Level

1-3 years

Education Level

Bachelor's Degree

Salary/Compensations

$60,000-$125,000

Benefits

Discretionary bonus
Competitive benefits and wellness offerings

About the Company

Goldman Sachs is a leading global investment banking, securities and investment management firm founded in 1869.
Headquartered in New York, with offices around the world.
Committed to fostering and advancing diversity and inclusion.
Offers opportunities for professional and personal growth, training, development, firmwide networks, benefits, wellness, and mindfulness programs.

Equal Opportunity

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.
Committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.