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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate
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Full-time
- 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.
- 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.
- Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.
- Act as key relationship manager for ultra-high net worth clients
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