Goldman Sachs Asset & Wealth Management Private 

United States, Illinois, Chicago 

859205822

HOW YOU WILL FULFILL YOUR POTENTIAL

• Work 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

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor's degree
• Related financial services experience of 3-5 years
• Interest in pursuing a career as a
• 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
• Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

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