Asset & Wealth Management Associate @ Goldman Sachs
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Job Details
Job Overview
The Asset & Wealth Management Associate at Goldman Sachs works closely with Private Wealth Advisors (PWAs) to deliver Family Office Solutions and support business development initiatives. The role involves client relationship management, service delivery, and acting as a Family Office ambassador for West Coast clients.
Our Impact
Goldman Sachs empowers clients globally through integrated wealth management, comprehensive financial planning, investment management, banking, and advisory services. The Private Wealth Management (PWM) team provides bespoke strategies for high net worth individuals, family offices, and select institutions, while the Family Office team collaborates to offer a full suite of services.
Key Responsibilities
- Client Relationship Management: Serve as primary contact for west coast clients, manage inquiries, and ensure service delivery.
- Service Delivery & Coordination: Partner with PWM teams for client lifecycle management, onboarding, and seamless service integration.
- Family Office Ambassador: Lead discussions with potential clients, identify service opportunities, and stay informed about market trends.
Qualifications
- Bachelor's Degree required
- 3-5 years of client-facing experience in wealth management or family office services
- Strong analytical, problem-solving, and communication skills
- Understanding of financial reporting and wealth management services
- Securities Industry Essentials (SIE), Series 7 & Series 63 exams required within three months
About Goldman Sachs
Goldman Sachs is a leading global investment banking, securities, and investment management firm founded in 1869, headquartered in New York with offices globally. They value diversity, excellence, and a collaborative culture.
Salary & Benefits
Base salary for this San Francisco based role ranges from $80,000 to $160,000, with eligibility for a discretionary bonus and competitive benefits.
Key skills/competency
- Wealth Management
- Family Office
- Client Relationship
- Service Delivery
- Business Development
- Financial Reporting
- Analytical Skills
- Communication
- Team Collaboration
- Regulatory Knowledge
How to Get Hired at Goldman Sachs
🎯 Tips for Getting Hired
- Customize your resume: Highlight wealth management experience and client service skills.
- Research Goldman Sachs: Understand their culture, values, and service offerings.
- Emphasize certifications: Include SIE, Series 7, and Series 63 achievements.
- Prepare for behavioral questions: Have concrete examples of client management and teamwork.