Wealth Management, Business Development Professional, Associate (m|f|x) Dublin

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. 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) provide an unparalleled investment platform that includes the full range of products and services offered by 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 enables the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Our Business Development Professionals (BDPs) will provide analytical, investment, and client service support for existing clients while simultaneously developing the skills needed to contribute to the team’s new business generation through an apprenticeship program with current Private Wealth Advisors. The ongoing training and apprenticeship program is designed to prepare our BDPs for a successful transition into the role of Private Wealth Advisor.

Tasks

• 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 the team’s expert on the client relationship management system
• Participate in some of the team’s meetings with prospective clients and follow up as appropriate
• Manage new business team meetings and associated action items
• Share GS Research and ISG market insights with Private Wealth Advisors, clients, and prospective clients
• Liaise with various product groups within Investment Management to address client needs

Profile / Your qualification / Your personality

• Bachelor's degree
• 3–5 years of related financial services experience (preference for prior experience in wealth management)
• Interest in pursuing a career as a Private Wealth Advisor
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in financial markets and sound investment judgment/business acumen
• Ability to multitask and collaborate with a variety of partners across the firm
• Entrepreneurial spirit combined with a desire to work in a team-oriented environment
• Excellent verbal and written communication skills
• Strong interpersonal skills and the ability to build and nurture a strong network of relationships
• Creative approach to problem-solving
• Strong project management and organizational skills

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Location

47-49 St. Stephen's Green, IRE-D02 W634 Dublin