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Goldman Sachs1 month ago

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles

$60,000–$125,000 year

On-site · Los Angeles, California, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Senior Analyst in Goldman Sachs Private Wealth Management (PWM) based in Los Angeles. You will build and manage relationships with ultra-high net worth and high net worth clients, act as a key relationship manager, onboard new client relationships, oversee asset movements and portfolio implementations, and work with Private Wealth Advisors and back-office teams to ensure an exceptional client experience. Responsibilities include executing and reconciling investment transactions, identifying opportunities for wealth advisory services, understanding client suitability and risk tolerance, mitigating fraudulent activity, and leveraging knowledge of estate planning and tax concepts to deliver comprehensive wealth management solutions. The role emphasizes client service, collaboration, integrity, and a relentless pursuit of excellence, with a focus on delivering world-class financial solutions and maintaining meticulous attention to detail in a global context.

Required Qualifications

  • Bachelor's Degree Required
  • SIE
  • Series 7
  • Series 63
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$60k – $125k / yr

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles · Goldman Sachs

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