Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Cincinnati

Goldman Sachs•Cincinnati, OH

About The Position

Goldman Sachs Private Wealth Management (PWM) creates comprehensive wealth management plans for ultra-high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Private Wealth Advisors work one-on-one with clients to deliver customized strategies drawing on the firm’s investment experience, wealth management capabilities, and global reach. The platform includes Goldman Sachs products and services and may also encompass tax and estate planning, philanthropic planning, private banking, and lending. In this role, you will build a business within Goldman Sachs and establish, nurture, and grow client relationships as a trusted advisor. You will provide holistic private wealth management advice, develop bespoke solutions with internal and external experts, deliver exceptional service, cultivate a network of intermediaries, and leverage the firm’s platform and network to provide clients with investment opportunities.

Requirements

Record of academic and professional achievement.
Four or more years of private wealth management, financial services, or related professional experience.
Series 7, 63, and 3 licenses; if unlicensed at hire, obtain them within three months of starting at the firm.
Demonstrated strong connectivity within an established network.
Entrepreneurial spirit and desire to work in a team-oriented environment.
Strong 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 autonomously while collaborating with others.
Commitment to excellence and a high level of integrity.

Nice To Haves

Prior sales, fundraising, business development, or investing experience.

Responsibilities

Build a business within Goldman Sachs by leveraging your background and experience.
Establish, nurture, and grow client relationships as a trusted advisor, delivering holistic private wealth management advice.
Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.
Provide exceptional client service while maintaining the highest ethical standards in execution.
Curate a network of intermediaries to help serve clients across complementary services.
Leverage the Goldman Sachs platform and network to provide clients with unique access and exclusive investment opportunities.