UHNW Client Relationship Manager – Wealth Advisory

Goldman Sachs, Inc.; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs, Inc. in Miami seeks an Associate, Client Relationship Management to serve ultra-high net worth clients across the United States. You will assess suitability and risk, oversee asset movements, and coordinate with back-office teams to ensure a superior client experience.

The role involves introducing clients to the firm’s offerings, including reporting, digital tools, and banking services. You will identify opportunities for wealth advisory services, execute trades, and collaborate

Qualifications

• Bachelor's degree in Economics, Finance, Business, Engineering, Mathematics, or related field.
• Three years of experience in private wealth management or related role.
• Experience coordinating private wealth operations including cash management reconciliation, onboarding, and risk management.
• Experience with back and middle office processes, trade settlements, and client onboarding cycles.

Responsibilities

• Act as key relationship contact for ultra-high net worth clients in the United States.
• Assess and evaluate client suitability and risk tolerance for investment mandates.
• Oversee asset movements and portfolio implementations, leveraging estate planning and tax concepts.
• Coordinate with middle and back-office colleagues to ensure exceptional client experience and operational efficiency.
• Introduce clients to firm offerings and identify opportunities for wealth advisory services.
• Execute, process, reconcile trading and other investment-related transactions.
• Mentor and coach less tenured colleagues in the region.

Skills

Relationship management

Client onboarding

Portfolio coordination

Risk assessment

Stakeholder management

Private wealth experience

Education

Bachelor's degree in Economics, Finance, Business, Engineering, Mathematics or related field

Job description

Goldman Sachs, Inc. in Miami seeks an Associate, Client Relationship Management to serve ultra-high net worth clients across the United States. You will assess suitability and risk, oversee asset movements, and coordinate with back-office teams to ensure a superior client experience.

The role involves introducing clients to the firm’s offerings, including reporting, digital tools, and banking services. You will identify opportunities for wealth advisory services, execute trades, and collaborate