Private Wealth Management Associate

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Financial Wellness & Retirement

Health Services

Fitness facilities

Child Care & Family Care

Job summary

Goldman Sachs is seeking Wealth Management professionals to deliver world-class financial solutions and exceptional client service for ultra-high net worth individuals, families, and institutions. You will manage onboarding, investment objectives, and liquidity, partnering with PWAs to provide comprehensive wealth management services.

The role emphasizes integrity, collaboration, and innovation as you build deep client relationships and orchestrate a seamless client experience.

Qualifications

• Bachelor's Degree Required.
• 1-3 years of client service or financial industry experience.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong verbal and written communication skills and a high level of integrity.
• Interest in Financial Services Industry.

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 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

Organizational skills

Integrity

Team collaboration

Attention to detail

Financial services interest

Education

Bachelor's degree

Job description

Goldman Sachs is seeking Wealth Management professionals to deliver world-class financial solutions and exceptional client service for ultra-high net worth individuals, families, and institutions. You will manage onboarding, investment objectives, and liquidity, partnering with PWAs to provide comprehensive wealth management services.

The role emphasizes integrity, collaboration, and innovation as you build deep client relationships and orchestrate a seamless client experience.