Senior Private Wealth Management Analyst

The Goldman Sachs Group; Washington (District of Columbia); On-site; USD 75,000 - 160,000; Full time

Job summary

Goldman Sachs is seeking Wealth Management Professionals to deliver exceptional client service and manage onboarding for high net worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee asset movements, and apply tax, estate and cash-management concepts.

Ideal candidates have 2–4 years in client service or financial services, strong communication skills, and a demonstrated ability to work autonomously in a fast-paced environment while maintaining

Qualifications

• Bachelor's Degree Required
• 2-4 years of client service and/or financial industry experience
• SIE, Series 7 and 63 required

Responsibilities

• Serve as primary contact for clients and manage onboarding
• Ensure investments objectives are met and manage risk
• Oversee fraud risk, trade execution, liquidity management
• Collaborate with Private Wealth Advisors and teammates to service clients

Skills

SIE

Series 7

Series 63

Strong verbal and written comms

Self-motivated/autonomous

Team collaboration

Ability to work under pressure

Integrity

Client service focus

Education

Bachelor's Degree

Job description

Goldman Sachs is seeking Wealth Management Professionals to deliver exceptional client service and manage onboarding for high net worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee asset movements, and apply tax, estate and cash-management concepts.

Ideal candidates have 2–4 years in client service or financial services, strong communication skills, and a demonstrated ability to work autonomously in a fast-paced environment while maintaining