Verified Job
Accounting - Finance
Asset & Wealth Management, Private Wealth Advisor
Accounting - Finance
#618466
Remote / WFH
Job Description
Full job description
Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/Sydney
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
PWM
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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.
YOUR IMPACT
Private Wealth Advisors (PWAs) serve as trusted advisors to their clients, including high net worth individuals and families, corporate executives, entrepreneurs, and select institutions, including foundations and endowments.
PWAs not only deliver a high level of service and an unparalleled investment platform, but also serve as their clients' bridge to the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning, and private banking services.
PWAs and their teams offer specialized support and advice tailored to meet the specific needs and goals of each client. This investment advice is based on analytic rigor, taking into account a client’s investment objectives, liquidity needs, and risk tolerance.
How You Will Fulfill Your Potential
Leverage your unique background and experiences to build a business within Goldman Sachs
Work with a team to source and develop new business opportunities, as well as to support existing client relationships
The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team
Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries
Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients
Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/Sydney
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
PWM
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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.
YOUR IMPACT
Private Wealth Advisors (PWAs) serve as trusted advisors to their clients, including high net worth individuals and families, corporate executives, entrepreneurs, and select institutions, including foundations and endowments.
PWAs not only deliver a high level of service and an unparalleled investment platform, but also serve as their clients' bridge to the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning, and private banking services.
PWAs and their teams offer specialized support and advice tailored to meet the specific needs and goals of each client. This investment advice is based on analytic rigor, taking into account a client’s investment objectives, liquidity needs, and risk tolerance.
How You Will Fulfill Your Potential
Leverage your unique background and experiences to build a business within Goldman Sachs
Work with a team to source and develop new business opportunities, as well as to support existing client relationships
The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team
Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries
Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients
