CIMD, Private Wealth Management, Private Wealth Advisor, Vice President - Shanghai
Goldman SachsShanghaiUpdate time: August 21,2019
Job Description
上海市

MORE ABOUT THIS JOB

Consumer and Investment Management (CIMD)
The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

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

RESPONSIBILITIES AND QUALIFICATIONS

YOUR IMPACT

Private Wealth Advisors (PWAs) serve as trusted advisors to their clients, including wealthy 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


As a New Private Wealth Advisor (NPWA), you will apprentice with a team to source and develop new business opportunities, as well as to support existing client relationships. The 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. Throughout this apprenticeship program, NPWAs will attain the skills needed to build relationships with clients and prospective clients, develop a strong network of intermediaries, and create asset allocation strategies and holistic wealth advisory recommendations to clients.


SKILLS & EXPERIENCE WERE LOOKING FOR


  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Demonstrated interest in and knowledge of financial, economic and global capital markets
  • Possess knowledge of investment products and be able to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds
  • Strong client focus, business development and relationship management skills
  • Fluent in Mandarin and English
  • Proven leadership ability
  • Strong analytical and communication (oral and written) skills
  • Creative approach to problem solving and developing innovative solutions for clients
  • Commitment to excellence and a high level integrity
  • Prior sales, marketing or investing experience a plus, but not required
  • Graduated with a university degree

ABOUT GOLDMAN SACHS

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

© The Goldman Sachs Group, Inc., 2019. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.

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