Building Strategic Relationships

2 days ago

Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $250,000

Private Wealth Advisor Job Description

As a Private Wealth Advisor, you will serve as a trusted advisor to high net worth individuals and families, corporate executives, entrepreneurs, and select institutions.

You will leverage your expertise to provide customized strategies drawn from our deep investment experience, diverse wealth management capabilities, and global reach.

Key Responsibilities:

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Work with a team to source and develop new business opportunities, as well as to support existing client relationships
  • Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries
  • Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients

Requirements:

  • Record of academic and professional achievement
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent interpersonal skills and 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 in an autonomous, yet collaborative environment
  • Demonstrated interest in 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
  • Commitment to excellence and a high level of integrity

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