Private Wealth Management, Wealth Management Professional, Analyst

Role overview

Private Wealth Management (PWM) works with high-net-worth individuals, their families, family offices, and foundations to protect and grow wealth over the long term. The team helps clients build tailored asset allocation strategies based on their risk profile and gives them access to a broad range of investment ideas, wealth management solutions, private banking, and trust services.

What this role contributes

As a Wealth Management Professional, you will provide client service support and help sales teams with day-to-day operations tied to onboarding new accounts, maintaining existing relationships, and managing liquidity needs. You will partner with Private Wealth Advisors and act as a link across the wider PWM support ecosystem.

Key responsibilities

• Use prior operational experience to support a growing business area.
• Work alongside Private Wealth Advisors to support their PWM client relationships.
• Spot opportunities for wealth advisory support and help coordinate those services across the client book.
• Assist with advisory business setup and portfolio rebalancing activities.
• Monitor cash positions and support private banking services within client accounts.
• Act as a central point of contact with internal teams that support the PWM business.
• Organize and oversee the new account onboarding process.

Requirements

• Between 1 and 3 years of experience in a relevant professional environment.
• Comfortable using MS Office applications, including Excel, PowerPoint, Word, and Outlook, at an intermediate to advanced level.
• Very strong organizational ability with close attention to detail and a solid follow-through mindset.
• Capable of managing several projects at once while handling conflicting deadlines.
• Collaborative, dependable, and able to contribute positively as part of a team.
• Clear written and verbal communication skills.
• Able to stay effective in a fast-moving, high-pressure setting.
• Flexible and able to adapt quickly across different industries and business contexts.
• Self-starter who can evaluate situations and make sound independent judgments.
• Able to build productive working relationships with senior leaders and global stakeholders.
• Commercially aware and trustworthy when dealing with sensitive or confidential information.
• Demonstrates integrity, ethical judgment, and professionalism.

About Goldman Sachs

Goldman Sachs is a global investment banking, securities, and investment management firm founded in 1869. The firm serves clients, shareholders, and communities through its capital, ideas, and expertise, and operates offices around the world.

The organization emphasizes diversity, inclusion, and professional growth through training, development opportunities, internal networks, and benefits that support wellness, personal finance, and mindfulness.

Reasonable accommodations are available for candidates with disabilities or special needs during the recruitment process.

Equal opportunity

Goldman Sachs is an equal opportunity employer. Employment decisions are made without regard to race, colour, religion, sex, national origin, age, veteran status, disability, or any other legally protected characteristic.