Private Wealth Management Associate

Goldman Sachs

New York (NY)

On-site

USD 85,000 - 160,000

Full time

10 days ago

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Job summary

Goldman Sachs in New York, NY seeks Wealth Management Professionals to support client service and relationship management within the Goldman Partner Office - Invest. The role focuses on operational support, risk management, and delivering comprehensive financial advice to a sophisticated client base.

Ideal candidates have 1–3 years in client service, strong communication skills, and a genuine interest in markets.

Qualifications

Bachelor's degree required.
1–3 years of experience in client service/financial industry preferred.
Ability to work in a fast-paced environment and think clearly under pressure.
Strong verbal and written communication skills and organizational abilities.
Self-motivated, autonomous yet collaborative team player.
SIE, Series 7 and 63 required (must be obtained within three months).

Responsibilities

Act as key relationship manager for clients.
Work with Private Wealth Advisors and teammates to service clients.
Oversee asset movements and portfolio implementations.
Introduce clients to firm offerings including reporting, digital capabilities and banking services.
Identify opportunities for wealth advisory services.
Understand client suitability and risk tolerance.
Help prevent fraudulent activities by understanding client behavior.
Coordinate with middle and back office to ensure exceptional client experience.
Execute, process and reconcile trading and investment transactions.