Private Wealth Management Associate - UHNW Client Advisor

The Goldman Sachs Group

Denver (CO)

On-site

USD 80,000 - 120,000

Full time

14 days+

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Job summary

The Goldman Sachs Group in the United States seeks Wealth Management Professionals to join Private Wealth Management (PWM). PWAs deliver customized strategies and work one-on-one with high net worth clients, drawing on deep investment experience and broad services.

Wealth Management professionals manage onboarding, ensure investment objectives are met, and collaborate with bankers and advisors to provide comprehensive client service and reporting across digital tools and private banking

Qualifications

Bachelor's Degree required.
2-4 years of 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 autonomously yet collaboratively.
Strong verbal and written communication skills and integrity.
Interest in the Financial Services Industry.
SIE, Series 7 and 63 required.

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 clients.
Oversee asset movements and portfolio implementations, understanding estate planning and tax concepts.
Introduce clients to firm offerings including reporting, digital capabilities and banking services.
Identify opportunities for wealth advisory services for clients.
Understand client suitability and risk tolerance.
Coordinate with middle and back office to ensure an excellent client experience.