Job Description

Goldman Sachs is seeking Wealth Management Professionals for a 2026 start, focusing on client service and financial solutions for ultra-high net worth individuals and institutions. The role involves building client relationships, managing onboarding, and ensuring investment objectives are met while collaborating with Private Wealth Advisors.

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)

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

Benefits

Employees at Goldman Sachs are often offered comprehensive benefits, including medical, dental, life and disability coverage, generous vacation and holidays, and robust wellness resources such as EAP counseling, medical advocacy, on-site/virtual health services, and fitness support. Financial perks typically include retirement savings programs, live financial education, education support, and wealth-creation opportunities through equity awards and select investment programs. Many locations also provide family benefits (childcare resources, parental and family leaves, adoption/surrogacy support) and flexible work options like part-time schedules, job sharing, telecommuting, and alternate hours.

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