Private Wealth Advisor: Grow UHNW Relationships

The Goldman Sachs Group

New York (NY)

On-site

USD 100,000 - 160,000

Full time

14 days+
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Job summary

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centered business in New York. You will grow relationships as a trusted advisor, delivering holistic wealth management strategies with access to the firm's platform and network.

Responsibilities include partnering with experts to craft bespoke advice, delivering exceptional client service, and expanding a network of intermediaries to serve clients across services, while upholding the firm's high ethical

Qualifications

  • Four plus years of private wealth management, financial services, or related professional experience.
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm).
  • Demonstrated strong connectivity within an established network.
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
  • Exceptional client focus, business development, and relationship management skills.
  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships.
  • Creative approach to problem solving and developing innovative solutions for clients.
  • Self-motivated and able to work in an autonomous, yet collaborative environment.
  • Commitment to excellence and a high level of integrity.

Responsibilities

  • Leverage your unique background and experiences to build a business within Goldman Sachs.
  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential.
  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.
  • Provide exceptional client service while maintaining the highest ethical standard in execution.
  • Curate a network of intermediaries to help best serve clients across complimentary services.
  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network.

Skills

Client relationship
Business development
Networking ability
Analytical skills
Interpersonal skills
Self-motivation

Education

Academic achievement
Financial licenses (Series 7, 63, 3)

Job description

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centered business in New York. You will grow relationships as a trusted advisor, delivering holistic wealth management strategies with access to the firm's platform and network.

Responsibilities include partnering with experts to craft bespoke advice, delivering exceptional client service, and expanding a network of intermediaries to serve clients across services, while upholding the firm's high ethical

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