Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, Philadelphia
Goldman Sachs
- Philadelphia, PA
- Permanent
- Full-time
- 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
- Bachelor's degree
- Related financial services experience of 2-4 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