YOUR IMPACT

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Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

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OUR IMPACT

Wealth Management

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Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

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WMP Associate role for Partner Family Office

Wealth Management Professionals in the Partners Family Office work directly with firm’s partners, senior executives, and related stakeholders to provide exceptional client service, operational support and risk management. They serve as a primary point of direct contact for clients, and are responsible for the operational management and oversight of the client experience.

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HOW YOU WILL FULFILL YOUR POTENTIAL

• Act as key relationship manager
• 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

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SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's Degree Required
• 1 - 3 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 (must be obtained within three months of employment)

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