Cimd, Pwm, Wealth Management Professional, Associate - San Francisco

Goldman Sachs San Francisco , CA 94118

Posted 2 months ago

MORE ABOUT THIS JOB

Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? Our Wealth Management Professionals support all trading aspects of our business from an operational and account management standpoint. We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Consumer and Investment Management (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

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.

RESPONSIBILITIES AND QUALIFICATIONS

A Wealth Management Professional will provide 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

  • Leverage your operational background and experience to contribute to a growing business

  • Work closely with Private Wealth Advisors to support their PWM clients

  • Identify opportunities for and coordinate wealth advisory services within client base

  • Manage advisory business implementation and re-balancing

  • Manage cash balances and private banking services in accounts

  • Serve as a key liaison to other areas supporting the PWM Business

  • Plan and manage new account on boarding process

  • Provide overview of client reporting and web capabilities to potential new clients

  • Execute, process and reconcile trading and other investment related transactions

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's Degree required

  • 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 service industry

  • Series 7 and 63 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS

ABOUT GOLDMAN SACHSAt 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 GS.com/careers. 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

The Goldman Sachs Group, Inc., 2020. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Private Bank Banker Vice President San Francisco

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 2/27/2021 12:00:00 AM 2021-05-28T00:00 * Sell and implement investment, banking and trust/estate products to core clients * Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients * Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced * Build trust with clients and effectively manage relationships * Ensure that the proposed products and services maximize the clients' needs, goals and objectives * Provide guidance to junior staff Qualifications * Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families * Bachelors Degree required; MBA, JD, CFA, or CFP preferred * Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date * Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals * Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities * Connections within Private Banking core client space and professional centers of influence * Coachable professional with good "business sense" and an energetic/dynamic personality * Strong relationship management and team building skills; views team concept as critical to model Jpmorgan Chase & Co. San Francisco CA

Cimd, Pwm, Wealth Management Professional, Associate - San Francisco

Goldman Sachs