Private Wealth Management Pro - UHNW Client Service

Goldman Sachs

Denver (CO)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

Goldman Sachs is seeking Wealth Management Professionals to support high-net-worth clients within Private Wealth Management. You will partner with Private Wealth Advisors (PWAs) to deliver tailored investment strategies, robust client service, and seamless onboarding, while maintaining rigorous risk and compliance standards.

Ideal candidates have a passion for client service, strong communication, and the ability to thrive in a fast-paced financial environment.

Qualifications

Bachelor’s Degree required.
2-4 years of preferred 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 in an autonomous, yet collaborative environment.
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills.
Commitment to excellence and a high level of integrity.
Interest in Financial Services Industry.
SIE, Series 7 and 63 required.

Responsibilities

Serve as primary point of contact for clients and manage onboarding of relationships.
Support wealth management objectives through client service, reporting, and coordination with PWAs.
Oversee asset movements, portfolio implementations and related transactions.
Identify opportunities for wealth advisory services and client reporting enhancements.
Collaborate with middle and back office to ensure an exceptional client experience.