OUR IMPACT
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
YOUR IMPACT
A Client Service Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:
1. Leverage your operational background and experience to contribute to a growing business
2. Work closely with Private Wealth Advisors to support their PWM clients
3. Identify opportunities for and coordinate wealth advisory services within client base
4. Manage advisory business implementation and re-balancing
5. Manage cash balances and private banking services in accounts
6. Serve as a key liaison to other areas supporting the PWM Business
7. Plan and manage new account on boarding process
8. Provide overview of client reporting and web capabilities to potential new clients
9. Execute, process and reconcile trading and other investment related transactions
REQUIREMENTS
10. Fluent English language skills are required, German language is not required for this role
11. Ability to work in a fast-paced environment and to be commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
12. Prior work experience in a relevant field required
13. Highly organized with exceptional attention to detail and follow-through
14. Strong ability to manage multiple projects with competing deadlines
15. Team player with positive attitude and strong work ethic
16. Strong communication skills (written and verbal)
17. Integrity, ethical standards and sound judgment
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.