Wealth Management Associate-Business Development Professional

PRIVATE WEALTH MANAGEMENT (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.

HOW YOU WILL FULFILL YOUR POTENTIALWork closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients

Develop and prepare marketing presentations for prospective clients

Analyze investment portfolios for risk and return characteristics

Execute portfolio rebalancing and trades

Research internal and external investment vehicles for client asset allocation

Provide client service and team support

Source new prospective clients through cold outreach

Serve as team’s client relationship management system expert

Participate in some of the team’s prospective client meetings and follow up, as appropriate

Manage new business team meetings and associated action items

Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients

Liaise with various product groups within Investment Management to respond to client needs QUALIFICATIONS SKILLS & EXPERIENCE WE’RE LOOKING FOR Bachelor's degree

At least 5 years financial markets experience within PWM, investing or sales trading. Interest in pursuing a career as a Private Wealth Advisor Ability to work in a fast-paced environment and think clearly under pressure

Strong interest in the financial markets and good investment sense/commercial instinct

Ability to multi-task and work with a variety of partners across the firm Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

Excellent verbal and written communication skills

Strong interpersonal skills and ability to build and foster a strong network of relationships

Creative approach to problem solving

Strong project management and organizational skills ABOUT GOLDMAN SACHS
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