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) specializes in creating 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 provide customized strategies informed by the firm's investment experience, wealth management capabilities, and global reach. The platform offers Goldman Sachs' full range of products and services and may include tax and estate planning, philanthropic planning, and private banking and lending services. In this role, you will build a business within Goldman Sachs, establish and grow client relationships, and act as a trusted advisor delivering holistic private wealth management advice. You will partner with internal and external experts to develop tailored advice, provide exceptional client service, build a network of intermediaries, and connect clients with investment opportunities through the Goldman Sachs platform and network.

Requirements

Record of academic and professional achievement.
At least four 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.
Exceptional client focus, business development, and relationship management skills.
Excellent analytical and interpersonal skills, including the ability to build and foster strong relationships.
Creative problem-solving approach and ability to develop innovative client solutions.
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 advice for clients.
Provide exceptional client service while maintaining the highest ethical standards in execution.
Curate a network of intermediaries to serve clients across complementary services.
Provide clients access to exclusive investment opportunities by leveraging the Goldman Sachs platform and network.