The Goldman Sachs Group
Asset & Wealth Management, Business Development Professional, Associate, Boston
The Goldman Sachs Group, Boston, Massachusetts, us, 02298
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Wealth Management
Goldman Sachs Wealth Management helps clients worldwide reach their financial goals through financial planning, investment management, banking, and comprehensive advice. Our services cater to ultra-high net worth and high net worth individuals, family offices, foundations, endowments, and corporations. We focus on our people, clients, and innovative technology, data, and design to drive growth.
Private Wealth Management (PWM)
Goldman Sachs PWM specializes in creating tailored wealth management plans for ultra-high net worth individuals, families, and select institutions. Our Private Wealth Advisors (PWAs) work closely with clients to deliver customized strategies using our extensive investment platform, which includes services like tax and estate planning, philanthropic planning, and private banking and lending. As client needs evolve, we leverage Goldman Sachs resources to offer additional services and opportunities.
As a Private Wealth Advisor, you will:
Build a business within Goldman Sachs by leveraging your background and experiences.
Establish and grow client relationships as a trusted advisor, providing holistic private wealth management advice.
Collaborate with internal and external experts to develop tailored advice for clients.
Deliver exceptional client service while adhering to the highest ethical standards.
Develop a network of intermediaries to serve clients across various services.
Provide clients with exclusive investment opportunities through Goldman Sachs' platform and network.
Required qualifications, skills, and experience:
Strong academic and professional achievement record.
At least four years of experience in private wealth management, financial services, or related fields.
Preferred experience in sales, fundraising, business development, or investing.
Series 7, 63, and 3 licenses (to be obtained within three months if unlicensed at hire).
Strong network connectivity within the industry.
Entrepreneurial spirit and team-oriented mindset.
Exceptional client focus, business development, and relationship management skills.
Excellent analytical and interpersonal skills for building relationships.
Creative problem-solving skills for developing innovative client solutions.
Self-motivated with the ability to work independently and collaboratively.
High integrity and commitment to excellence.
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Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Wealth Management
Goldman Sachs Wealth Management helps clients worldwide reach their financial goals through financial planning, investment management, banking, and comprehensive advice. Our services cater to ultra-high net worth and high net worth individuals, family offices, foundations, endowments, and corporations. We focus on our people, clients, and innovative technology, data, and design to drive growth.
Private Wealth Management (PWM)
Goldman Sachs PWM specializes in creating tailored wealth management plans for ultra-high net worth individuals, families, and select institutions. Our Private Wealth Advisors (PWAs) work closely with clients to deliver customized strategies using our extensive investment platform, which includes services like tax and estate planning, philanthropic planning, and private banking and lending. As client needs evolve, we leverage Goldman Sachs resources to offer additional services and opportunities.
As a Private Wealth Advisor, you will:
Build a business within Goldman Sachs by leveraging your background and experiences.
Establish and grow client relationships as a trusted advisor, providing holistic private wealth management advice.
Collaborate with internal and external experts to develop tailored advice for clients.
Deliver exceptional client service while adhering to the highest ethical standards.
Develop a network of intermediaries to serve clients across various services.
Provide clients with exclusive investment opportunities through Goldman Sachs' platform and network.
Required qualifications, skills, and experience:
Strong academic and professional achievement record.
At least four years of experience in private wealth management, financial services, or related fields.
Preferred experience in sales, fundraising, business development, or investing.
Series 7, 63, and 3 licenses (to be obtained within three months if unlicensed at hire).
Strong network connectivity within the industry.
Entrepreneurial spirit and team-oriented mindset.
Exceptional client focus, business development, and relationship management skills.
Excellent analytical and interpersonal skills for building relationships.
Creative problem-solving skills for developing innovative client solutions.
Self-motivated with the ability to work independently and collaboratively.
High integrity and commitment to excellence.
#J-18808-Ljbffr