The Wealth Management Professional role at Goldman Sachs focuses on providing exceptional client service and operational support to ultra-high net worth clients. This position requires strong communication and organizational skills to manage client relationships effectively. The team works closely with Private Wealth Advisors to deliver customized wealth management strategies and ensure client satisfaction. Candidates should be self-motivated and able to thrive in a fast-paced environment while maintaining attention to detail.

• Bachelor's Degree is required.
• 2-4 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 the Financial Services Industry.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).

• 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 and portfolio implementations.
• Introduce new and existing clients to the firm's offerings including client reporting and banking services.
• Identify opportunities for wealth advisory services for clients.
• Understand client suitability and risk tolerance.
• Help to identify and prevent fraudulent activities.
• Work with middle and back-office colleagues to ensure an exceptional client experience.
• Execute, process and reconcile trading and other investment related transactions.
• Lead or participate in divisional efforts to improve efficiencies within the PWM business.
• Participate in local training and recruiting.
• Serve as a coach/mentor for less tenured teammates.

• 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.