Private Wealth Advisor for UHNW Clients

Goldman Sachs

Washington (District of Columbia)

In loco

USD 75.000 - 160.000

Tempo pieno

6 ore fa
Candidati tra i primi
Generatore di candidature

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro — un curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

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Descrizione del lavoro

Goldman Sachs Wealth Management in Washington, DC seeks a Private Wealth Advisor to build and grow client relationships, delivering holistic wealth management advice and customized strategies. You will collaborate with internal experts to tailor solutions and provide outstanding service within a trusted, high-integrity environment.

The role emphasizes entrepreneurial drive, strong networking, and the ability to work in a team while maintaining superior client focus.

Competenze

  • Record of academic and professional achievement.
  • Four plus years of private wealth management, financial services, or related professional experience.
  • Licenses: Series 7, 63 and 3 (to be obtained within three months of starting at the firm)

Mansioni

  • Establish, nurture and grow client relationships by acting as a trusted advisor.
  • Deliver holistic private wealth management advice to help clients reach their financial goals.
  • Partner with internal and external experts to develop bespoke strategies for clients.
  • Provide exceptional client service with the highest ethical standards.
  • Curate a network of intermediaries to serve clients across services.
  • Offer exclusive access and opportunities by leveraging the Goldman Sachs platform.

Conoscenze

Client relationships
Business development
Relationship management
Analytical skills
Interpersonal skills
Networking
Entrepreneurial spirit
Autonomous yet collaborative
Integrity

Strumenti

Series 7 licenses
Series 63 license
Series 3 license

Descrizione del lavoro

Goldman Sachs Wealth Management in Washington, DC seeks a Private Wealth Advisor to build and grow client relationships, delivering holistic wealth management advice and customized strategies. You will collaborate with internal experts to tailor solutions and provide outstanding service within a trusted, high-integrity environment.

The role emphasizes entrepreneurial drive, strong networking, and the ability to work in a team while maintaining superior client focus.

Ottieni la revisione del curriculum gratis e riservata.

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