VP Private Wealth Advisor: Holistic Wealth Strategy

Candidate Experience Site - Lateral; Cincinnati (OH); Vor Ort; USD 130.000 - 250.000; Vollzeit

Zusammenfassung

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centric advisory business within the firm, delivering holistic wealth management strategies tailored to ultra-high net worth individuals, families, and select institutions.

You will collaborate with internal experts, curate a network of intermediaries, and provide exceptional service while maintaining the highest ethical standards in execution and fiduciary responsibility.

Qualifikationen

• Four plus years of private wealth management, financial services, or related professional experience
• Prior sales, fundraising or investing experience preferred
• 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

Aufgaben

• 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

Kenntnisse

Relationship management

Business development

Analytical skills

Interpersonal skills

Networking

Entrepreneurial spirit

Problem solving

Self-motivated

Team orientation

Integrity

Ausbildung

Series 7, 63 and 3 licenses

Jobbeschreibung

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centric advisory business within the firm, delivering holistic wealth management strategies tailored to ultra-high net worth individuals, families, and select institutions.

You will collaborate with internal experts, curate a network of intermediaries, and provide exceptional service while maintaining the highest ethical standards in execution and fiduciary responsibility.