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Wealth Management Associate
1 month ago
As a Wealth Management Professional at Goldman Sachs, you will play a critical role in supporting our clients and operational teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients.
Responsibilities- 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 rebalancing
- 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
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. 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.
