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Goldman Sachs

Advises on mergers and trades stocks and bonds

Asset & Wealth Management - Private Wealth Management, Wealth Management Professional, Associate, San Francisco

Wealth Management & Financial AdvisoryUpdated on Nov 15
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • Three or more years of experience in client service and/or the financial industry is preferred.
  • Ability to work in a fast-paced environment and think clearly under pressure.
  • Strong interest in client service.
  • Ability to work autonomously and collaboratively.
  • Strong verbal and written communication, organizational, and interpersonal skills.
  • Commitment to excellence and a high level of integrity.
  • Interest in the financial services industry.
  • SIE, Series 7, and Series 63 licenses are required and must be obtained within three months of employment.

Responsibilities

  • Contribute interpersonal skills to support a growing business.
  • Act as a key relationship manager for ultra-high-net-worth clients.
  • Work closely with Private Wealth Advisors and teammates to service clients.
  • Oversee asset movements and portfolio implementations, applying knowledge of organizational documents, estate planning, and tax concepts.
  • Introduce new and existing clients to the firm's offerings, including client reporting, digital capabilities, and banking services.
  • Identify opportunities for wealth advisory services for clients.
  • Understand client suitability and risk tolerance.
  • Help identify and prevent fraudulent activities by applying knowledge of clients and their behavior.
  • Work with middle- and back-office colleagues to ensure an exceptional client experience.
  • Execute, process, and reconcile trading and other investment-related transactions.
  • Manage onboarding of new client relationships, help ensure investment objectives are achieved, and optimize client liquidity.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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