Private Wealth Relationship Manager

Socket.dev; Denver (CO); On-site; USD 120,000 - 240,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) is seeking Wealth Management Professionals to deliver exceptional client service and strategic investment guidance. The role focuses on onboarding, risk management and relationship oversight across ultra-high net worth clients and family offices.

PWAs work closely with clients to tailor strategies, coordinate with back-office teams, and ensure high standards of integrity and service across global wealth management offerings.

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 autonomously yet collaboratively.
• Excellent verbal and written communication and organizational skills.

Responsibilities

• Assist onboarding of client relationships and ensure investment objectives are met.
• Manage fraud risk, trade execution, liquidity management and ongoing relationship management.
• Coordinate with Private Wealth Advisors and teammates to service clients.
• Support client reporting, digital capabilities and banking services.

Job description

Goldman Sachs Private Wealth Management (PWM) is seeking Wealth Management Professionals to deliver exceptional client service and strategic investment guidance. The role focuses on onboarding, risk management and relationship oversight across ultra-high net worth clients and family offices.

PWAs work closely with clients to tailor strategies, coordinate with back-office teams, and ensure high standards of integrity and service across global wealth management offerings.