Elite Private Wealth Management Analyst

The Goldman Sachs Group; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Training and development opportunities

Diversity and inclusion programs

Wellness and personal finance offerings

Job summary

The Goldman Sachs Group is seeking Wealth Management Professionals in Boston, MA to provide exceptional client service to ultra-high-net-worth individuals. Responsibilities include managing client relationships, ensuring investment objectives are met, and identifying wealth advisory opportunities.

The ideal candidate will possess a Bachelor’s Degree, 2-4 years of financial industry experience, and strong communication skills. A commitment to excellence and integrity in client service is essential.

Qualifications

• 2-4 years of experience in client service and/or financial industry.
• Ability to thrive in a fast-paced environment.
• SIE, Series 7 and 63 must be obtained within three months.

Responsibilities

• Act as key relationship manager for ultra-high net worth clients.
• Manage onboarding of client relationships.
• Ensure client’s investment objectives are met.
• Identify opportunities for wealth advisory services.

Skills

Client service

Organizational skills

Communication skills

Interpersonal skills

Problem-solving

Education

Bachelor’s Degree

Tools

Financial Services software

Job description

The Goldman Sachs Group is seeking Wealth Management Professionals in Boston, MA to provide exceptional client service to ultra-high-net-worth individuals. Responsibilities include managing client relationships, ensuring investment objectives are met, and identifying wealth advisory opportunities.

The ideal candidate will possess a Bachelor’s Degree, 2-4 years of financial industry experience, and strong communication skills. A commitment to excellence and integrity in client service is essential.