Senior Private Wealth Advisor for Ultra‑High Net Worth

Goldman Sachs Bank AG; Los Angeles (CA); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Healthcare benefits

Generous vacation

Employee wellness programs

Job summary

Goldman Sachs’s Private Wealth Management team in Los Angeles seeks a Wealth Management Professional who will serve as the primary contact for ultra-high net worth clients, coordinate onboarding, and help deliver tailored investment guidance and services.

You will collaborate with Private Wealth Advisors, manage risk and trade execution support, and leverage the firm's digital tools to enhance client reporting and relationship growth.

Qualifications

• Bachelor's degree required
• 6+ 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 and relationship management
• Excellent verbal and written communication skills
• SIE, Series 7 and 63 licenses required

Responsibilities

• Serve as primary contact for ultra-high-net-worth clients
• Oversee onboarding and ongoing relationship management
• Support risk management and trade execution activities
• Collaborate with Private Wealth Advisors to deliver customized solutions
• Leverage firm digital tools for client reporting and engagement

Skills

SIE

Series 7

Series 63

Client service

Communication

Financial industry experience

Education

Bachelor's Degree

Job description

Goldman Sachs’s Private Wealth Management team in Los Angeles seeks a Wealth Management Professional who will serve as the primary contact for ultra-high net worth clients, coordinate onboarding, and help deliver tailored investment guidance and services.

You will collaborate with Private Wealth Advisors, manage risk and trade execution support, and leverage the firm's digital tools to enhance client reporting and relationship growth.