Goldman Sachs · 3 days ago
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - San Francisco
San Francisco, CA
Full-time
Onsite
Entry Level
$60K/yr - $125K/yr
1+ years expGoldman Sachs is a leading global investment banking and investment management firm, seeking ambitious Wealth Management Professionals. This role involves delivering world-class financial solutions, managing client relationships, and ensuring the achievement of investment objectives for ultra-high net worth clients.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Leverage your interpersonal skills to contribute to a growing business
Act as key relationship manager for ultra-high net worth clients
Work closely with Private Wealth Advisors and teammates to service our clients
Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
Identify opportunities for wealth advisory services for clients
Understand client suitability and risk tolerance
Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
Work with our middle and back office colleagues to ensure an exceptional client experience
Execute, process and reconcile trading and other investment related transactions
Qualification
Required
Bachelor's Degree Required
SIE, Series 7 and 63 required (must be obtained within three months of employment)
1-3 years of preferred experience in client service and/or the financial industry
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 Services Industry
Benefits
Discretionary bonus
Valuable and competitive benefits and wellness offerings
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
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