Wealth Management Senior Analyst: Private Client Services

Goldman Sachs

Miami (FL)

On-site

USD 90,000 - 130,000

Full time

4 days ago

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Job summary

Goldman Sachs Private Wealth Management seeks a Senior Analyst in Miami/West Palm Beach to support relationship management for high-net-worth clients. You will assist private wealth advisors, prepare asset allocation and risk analytics materials, and help execute trades across equities, fixed income, and currencies.

The role emphasizes client service, onboarding, and ongoing relationship management in a fast-paced environment.

Qualifications

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 autonomous, yet collaborative environment.
Ability to multi-task and work with numerous colleagues and desks across the Firm.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
SIE, Series 3, 7 and 63 (must be obtained within three months of employment).

Responsibilities

Assist with relationship management for high net worth and ultra-high net worth clients.
Prepare client-facing materials on asset allocation, risk analytics, and performance reviews.
Help execute and reconcile trades across equities, fixed income, and currencies.
Support PWM clients alongside Private Wealth Advisors.
Manage onboarding of client relationships and overview of client reporting.