Asset & Wealth Management, Partner Family Office Investing, WMP Associate Dallas, TX
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for client service the desire to work closely with teammates and clients and the ability to problem solve and to think outside the box Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail strong communication and organizational skills and client service expertise are essential to maintaining and enhancing our business.
OUR IMPACT
Wealth Management
Across Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high net worth individuals as well as family offices foundations and endowments and corporations and their employees. Our consumer business provides digital solutions for customers to better spend borrow invest and save. Across Wealth Management our growth is driven by a relentless focus on our people our clients and customers and leading-edge technology data and design.
WMP Associate role for Partner Family Office
Wealth Management Professionals in the Partners Family Office work directly with firms partners senior executives and related stakeholders to provide exceptional client service operational support and risk management. They serve as a primary point ofdirect contact for clients and are responsible for the operational management and oversight of the client experience.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Act as key relationship manager
- Work closely with Private Wealth Advisors andteammates 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 firms 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 activitiesby 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
SKILLS & EXPERIENCE WERE LOOKING FOR
- Bachelors Degree Required
- 1 - 3 years of preferred experience inclient serviceand/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
- SIE Series 7 and 63 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs we commit our people capital and ideas to help our clients shareholders and the communities we serve to grow. Founded in 1869 we are a leading global investment banking securities and investment management firm. Headquartered in New York we maintain offices around the world.
We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide networks to benefits wellness and personal finance offerings and mindfulness programs. Learn more about our culture benefits and people at committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Required Experience:
IC
Key Skills
- Business
- Business Process
- Financial Services
- Cloud
- Account Management
- CRM
- Sector
- Client Relationships
- Law
- Project Management
- Research skills
- Political Science
- Portfolio
- Speaking skills
- Analytics
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
