Wealth Management
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, your responsibilities include:
* Serve as the liaison for clients regarding inquiries and provides team support
* Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
* Drive and complete a number of compliance requirements and control related functions
* Assist clients with asset transfers
* Handle cash management, foreign exchange transactions, currency hedging and money markets trades
* Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
* Assist on projects related to platform development and other infrastructure issues
* Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
* Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Basic Qualifications
* 1 to 3 years of relevant experience
* Bachelor degree
* Ability to work in a fast-paced environment within a team-oriented structure
* Ability to work and think clearly under pressure
* Team player
* Excellent analytical, communication, and interpersonal skills
* Strong organizational skills and attention to detail
* Knowledge of Microsoft Office software (Outlook, Excel and Word)
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
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