Private Wealth Advisor Associate — UHNW Client Focus

Goldman Sachs Group, Inc.; San Francisco, Northern (CA, KY); Hybrid; USD 60,000 - 125,000; Full time

Benefits offered by this job

Healthcare & Medical Services

Financial Wellness & Retirement

Health

Fitness

Benefits at Goldman Sachs

On-site child care

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Wealth Management Professional in San Francisco to manage onboarding, relationships and tailored investment advice for ultra-high net worth clients. You will coordinate with Private Wealth Advisors, ensure accurate custody and reporting, and safeguard client data while maintaining rigorous regulatory standards.

The role emphasizes client service, integrity, and collaboration in a fast-paced, global team.

Qualifications

• Bachelor's Degree Required.
• 3 or more 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

Skills

Client service

Communication skills

Attention to detail

Integrity

Education

Bachelor's Degree Required

SIE, Series 7 and 63 certifications

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a Wealth Management Professional in San Francisco to manage onboarding, relationships and tailored investment advice for ultra-high net worth clients. You will coordinate with Private Wealth Advisors, ensure accurate custody and reporting, and safeguard client data while maintaining rigorous regulatory standards.

The role emphasizes client service, integrity, and collaboration in a fast-paced, global team.