обновлено 3 дня назад
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York (Finance)
85 000 - 160 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Wealth Advisor Associate (Private Wealth Management): Building comprehensive investment and wealth advisory strategies for Goldman Sachs partners, senior executives, and ultra-high-net-worth clients with an accent on asset allocation, client service, and business development. Focus on developing relationship networks, creating holistic investment recommendations, and sourcing new opportunities in global capital markets.
Location: New York, NY, United States
Salary: USD 85,000–160,000 annually, plus potential discretionary bonus.
Company
is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York.
What you will do
- Build a business within by leveraging professional experience and background.
- Develop relationships with firm partners, senior executives, and related stakeholders.
- Create asset allocation strategies and holistic wealth advisory recommendations.
- Source new business opportunities and support existing client relationships.
- Deliver investment solutions and coordinated financial advice to partners, their families, and networks.
- Develop general wealth advisory knowledge and specialized expertise through the New Private Wealth Advisor Development Framework.
Requirements
- Bachelor’s degree and a record of academic and professional achievement.
- Demonstrated interest in financial, economic, and global capital markets.
- Strong client focus, business development, relationship management, analytical, and communication skills.
- Excellent interpersonal skills, collaboration, problem-solving ability, self-motivation, and integrity.
- SIE, Series 7, and Series 63 licenses required within three months of employment.
Nice to have
- Prior sales, fundraising, business development, or investing experience.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Benefits, wellness, personal finance, and mindfulness programs.
- Competitive benefits are generally available to eligible active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
- Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.
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