Senior Wealth Management Analyst - Private Wealth PWM

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

Benefits offered by this job

Healthcare & Medical Insurance

Financial Wellness & Retirement

Health Services

Fitness programs

Child Care & Family Care

Benefits at Goldman Sachs

Job summary

Goldman Sachs in Washington, DC is seeking a Wealth Management Professional (Senior Analyst) to join Private Wealth Management in a client-services role. You will support onboarding, investing objectives, risk management, and execution of trades, while collaborating with Private Wealth Advisors.

The ideal candidate has 2-4 years in client service or financial industry, a Bachelor's degree, and licenses (SIE, Series 7, 63).

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

• Leverage your interpersonal skills to contribute to a growing business.
• Act as key relationship manager for ultra-high net worth clients.
• Work closely with Private Wealth Advisors and teammates to service our clients.
• Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts.
• Introduce new and existing clients to the firm’s offerings including but not limited to client reporting, digital capabilities and banking services.
• Identify opportunities for wealth advisory services for clients.
• Understand client suitability and risk tolerance.
• Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors.
• Work with our middle and back office colleagues to ensure an exceptional client experience.
• Execute, process and reconcile trading and other investment related transactions.
• Lead or participate in divisional efforts to improve efficiencies within PWM business.
• Participate in local training and recruiting.
• Serve as a coach/mentor for less tenured teammates.

Skills

Client service

Communication

Organizational skills

Integrity

Team collaboration

Attention to detail

Financial services knowledge

SIE

Series 7

Series 63

Education

Bachelor’s Degree

Job description

Goldman Sachs in Washington, DC is seeking a Wealth Management Professional (Senior Analyst) to join Private Wealth Management in a client-services role. You will support onboarding, investing objectives, risk management, and execution of trades, while collaborating with Private Wealth Advisors.

The ideal candidate has 2-4 years in client service or financial industry, a Bachelor's degree, and licenses (SIE, Series 7, 63).