Private Wealth Management Associate — HNW Focus

Goldman Sachs, Inc.; New York (NY); On-site; USD 95,000 - 160,000; Full time

Job summary

Goldman Sachs, Inc. in New York, NY seeks an Associate, Sales to create comprehensive wealth management plans for high-net-worth individuals, families, and select institutions.

You will work one-on-one with clients to tailor strategies drawn from the firm’s investment experience and global capabilities. The role involves sourcing new business opportunities, supporting existing relationships, and delivering the full investment platform, including tax and estate planning, private banking, and

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, or related field.
• Two years of relevant experience.
• Familiar with Know Your Client (KYC) requirements and risk frameworks.

Responsibilities

• Create comprehensive wealth management plans for high-net-worth individuals, families, and select institutions.
• Source and develop new business opportunities while supporting existing client relationships.
• Deliver investment platform offerings including tax, estate planning, private banking, and lending services.

Skills

Asset allocation

Portfolio construction

Relationship management

Business development

Education

Bachelor's degree

Job description

Goldman Sachs, Inc. in New York, NY seeks an Associate, Sales to create comprehensive wealth management plans for high-net-worth individuals, families, and select institutions.

You will work one-on-one with clients to tailor strategies drawn from the firm’s investment experience and global capabilities. The role involves sourcing new business opportunities, supporting existing relationships, and delivering the full investment platform, including tax and estate planning, private banking, and