Strategic Wealth Management Professional

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $200,000
Private Wealth Management Opportunities

We specialize in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions.

Our 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.

  • Develop strong relationships with high net worth individuals and families to understand their financial goals and objectives.
  • Work closely with our investment professionals to develop tailored investment portfolios that align with each client's unique needs and risk tolerance.
  • Collaborate with our tax, estate planning, philanthropic planning, and private banking services teams to provide a comprehensive wealth management solution.
  • Stay up-to-date on market trends and economic developments to make informed recommendations to our clients.
Key Responsibilities:
  • Build a business by leveraging your unique background and experiences.
  • Work with a team to source and develop new business opportunities, as well as to support existing client relationships.
  • Develop strong interpersonal skills and ability to build and foster a strong network of relationships.
  • Creative approach to problem solving and developing innovative solutions for clients.
Our Commitment

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. We are dedicated to fostering and advancing diversity and inclusion in our own workplace and beyond.

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