Private Wealth Relationship Manager for UHNW Clients

Goldman Sachs; Detroit (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

Goldman Sachs is seeking a Wealth Management Professional to support Private Wealth Management clients, including UHNW individuals and families, with personalized advisory and relationship-management services.

In this role, you will work closely with Private Wealth Advisors to onboard clients, monitor investment objectives, and ensure smooth trade execution and risk oversight while upholding the firm’s standards of integrity and client service.

Qualifications

• Bachelor’s degree required.
• 2-4 years of client service/financial industry experience preferred.
• Ability to work in a fast-paced environment under pressure.
• Strong interest in client service and financial services.
• SIE, Series 7 and 63 are required.

Responsibilities

• Serve as primary relationship manager for ultra-high net worth clients.
• Onboard client relationships and manage investment objectives.
• Oversee asset movements and portfolio implementations.
• Collaborate with Private Wealth Advisors and teammates to service clients.
• Identify opportunities for wealth advisory services for clients.
• Ensure fraud risk management and exceptional client experience.

Skills

Strong verbal and written comms

Client service orientation

Autonomous yet collaborative

Organizational and interpersonal

Integrity

Education

Bachelor’s Degree

Tools

SIE

Series 7

Series 63

Job description

Goldman Sachs is seeking a Wealth Management Professional to support Private Wealth Management clients, including UHNW individuals and families, with personalized advisory and relationship-management services.

In this role, you will work closely with Private Wealth Advisors to onboard clients, monitor investment objectives, and ensure smooth trade execution and risk oversight while upholding the firm’s standards of integrity and client service.