Private Wealth Management Associate

Candidate Experience Site - Lateral; San Francisco (CA); On-site; USD 60,000 - 125,000; Full time

Job summary

Goldman Sachs in San Francisco seeks a Wealth Management Professional to deliver world-class client service for ultra-high net worth clients within Private Wealth Management. You will manage relationships, coordinate with Private Wealth Advisors, and oversee asset movements and portfolio activity to meet investment objectives.

The role emphasizes integrity, collaboration, and proactive risk management, with the opportunity to leverage Goldman Sachs' global resources and digital capabilities to

Qualifications

• Bachelor's degree required (or equivalent).
• 3+ years of experience in client service or financial industry.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).

Responsibilities

• Build deep relationships with ultra-high-net-worth clients.
• Serve as key relationship manager for PWM clients.
• Collaborate with Private Wealth Advisors and teammates.
• Oversee asset movements and portfolio implementations.
• Explain reporting, digital tools and banking services to clients.
• Identify opportunities for wealth advisory services.
• Understand client suitability and risk tolerance.
• Support middle/back office to ensure client satisfaction.

Skills

Client service

Communication

Collaboration

Attention to detail

Organizational skills

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Job description

Goldman Sachs in San Francisco seeks a Wealth Management Professional to deliver world-class client service for ultra-high net worth clients within Private Wealth Management. You will manage relationships, coordinate with Private Wealth Advisors, and oversee asset movements and portfolio activity to meet investment objectives.

The role emphasizes integrity, collaboration, and proactive risk management, with the opportunity to leverage Goldman Sachs' global resources and digital capabilities to