private wealth advisor support

Morgan Stanley

<div><p><b>POSITION SUMMARY
</b></p><p>Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
</p><p></p><p><b>DUTIES and RESPONSIBILITIES:
</b></p><p><b>Client Service:
</b></p><p>As a key member of the service team, provide coverage for an FA/PWA/team including:
</p><ul><li>Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
</li></ul><ul><li>Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
</li></ul><ul><li>Remaining current on all policies, procedures and new platforms
</li></ul><p></p><p><b>Business Development Support:
</b></p><ul><li>Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
</li></ul><ul><li>At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
</li></ul><ul><li>At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
</li></ul><ul><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul><p></p><p><b>EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
</b></p><p><b>Education and/or Experience
</b></p><ul><li>2+ years of work experience in a field relevant to the position required
</li></ul><ul><li>Four-year college degree or professional certification preferred
</li></ul><ul><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
</li></ul><ul><li>Additional product licenses may be required
</li></ul><p></p><p><b>Knowledge/Skills
</b></p><ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li></ul><ul><li>Technically proficient and quick learner of new and updated platforms
</li></ul><ul><li>Detail oriented with superior organizational skills and ability to prioritize
</li></ul><ul><li>Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
</li></ul><ul><li>Exceptional writing, interpersonal and client service skills
</li></ul><ul><li>Strong time management skills
</li></ul><ul><li>Team player with the ability to collaborate with others
</li></ul><ul><li>Ability to work in a fast-paced, evolving environment
</li></ul><ul><li>Adaptable and ability to multi-task
</li></ul><ul><li>Goal oriented, self-motivated and results driven
</li></ul><p></p><p><b>Reports to:
</b></p><ul><li>Business Service Officer
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Salary range for the position: $68,000 - $120,000 . The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be Illinois (Statewide) eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

Private Wealth Management Analyst

<div>
 <p>
  <strong>
   POSITION SUMMARY:
  </strong>
 </p>
 <p>
 </p>
 <p>
  Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
 </p>
 <p>
 </p>
 <p>
  <strong>
   DUTIES and RESPONSIBILITIES:
  </strong>
 </p>
 <p>
  <strong>
   CLIENT SUPPORT
  </strong>
 </p>
 <p>
  Provide service coverage for a FA/PWA/team including:
 </p>
 <ul>
  <li>
   Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  </li>
  <li>
   Executing money movement transactions at the request of the client and/or FA/PWA/team
  </li>
  <li>
   Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  </li>
  <li>
   Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
  </li>
  <li>
   Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  </li>
  <li>
   Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  </li>
  <li>
   Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  </li>
  <li>
   Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
  </li>
  <li>
   Supporting the FAs / PWAs / teams&rsquo; marketing strategy (e.g., website maintenance)
  </li>
  <li>
   Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  </li>
  <li>
   Remaining current on all policies, procedures, and new platforms
  </li>
  <li>
   Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
  </li>
 </ul>
 <p>
  <strong>
   ADMINISTRATIVE SUPPORT
  </strong>
 </p>
 <ul>
  <li>
   Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
  </li>
  <li>
   Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  </li>
  <li>
   Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  </li>
  <li>
   Assisting with general in-office support functions such as copying, filing and scanning documentation
  </li>
  <li>
   Preparing and submitting expense reports for processing at the direction of the FA/PWA
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications - External
  </strong>
 </p>
 <p>
  <strong>
   EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
  </strong>
 </p>
 <p>
 </p>
 <p>
  <strong>
   Education and/or Experience
  </strong>
 </p>
 <ul>
  <li>
   High School Diploma/Equivalency
  </li>
  <li>
   College degree preferred
  </li>
  <li>
   Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  </li>
  <li>
   Two or more years of industry experience preferred
  </li>
 </ul>
 <p>
  <strong>
   Knowledge/Skills
  </strong>
 </p>
 <ul>
  <li>
   Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  </li>
  <li>
   Detail orientated with superior organizational skills and ability to prioritize
  </li>
  <li>
   Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  </li>
  <li>
   Exceptional writing, interpersonal and client service skills
  </li>
  <li>
   Strong time management skills
  </li>
  <li>
   Team player with the ability to collaborate with others
  </li>
  <li>
   Ability to work in a fast-paced, evolving environment
  </li>
  <li>
   Adaptable and ability to multitask
  </li>
  <li>
   Goal oriented, self-motivated and results driven
  </li>
 </ul>
 <p>
  <strong>
   Reports To:
  </strong>
 </p>
 <ul>
  <li>
   Business Service Officer
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Expected base pay rates for the role will be between $35,000 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 </p>
 <p>
 </p>
 <p>
  Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 </p>
 <p>
 </p>
 <p>
  It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 </p>
 <p>
 </p>
 <p>
  Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
 </p>
</div>


Registered Client Service Associate

<div><p><b>POSITION SUMMARY
</b></p><p></p><p>Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
</p><p></p><p><b>DUTIES and RESPONSIBILITIES:
</b></p><p></p><p><b>CLIENT SUPPORT
</b></p><p>Provide service coverage for a FA/PWA/team including:
</p><ul><li>Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
</li><li>Executing money movement transactions at the request of the client and/or FA/PWA/team
</li><li>Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
</li><li>Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
</li><li>Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
</li><li>Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
</li><li>Supporting the FAs / PWAs / teams&rsquo; marketing strategy (e.g., website maintenance)
</li><li>Assist FAs / PWAs/ teams in delivering against their business plan and client service model
</li><li>Remaining current on all policies, procedures, and new platforms
</li><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul><p></p><p><b>ADMINISTRATIVE SUPPORT:
</b></p><ul><li>Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
</li><li>Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
</li><li>Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
</li><li>Assisting with general in-office support functions such as copying, filing and scanning documentation
</li><li>Preparing and submitting expense reports for processing at the direction of the FA/PWA
</li></ul><p></p><p><b>EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
</b></p><p></p><p><b>Education and/or Experience
</b></p><ul><li>High School Diploma/Equivalency
</li><li>College degree preferred
</li><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
</li><li>At least 5 years of industry experience required
</li><li>Demonstrated strong performance in current role for the prior 2 years, if applicable
</li></ul><p></p><p><b>Knowledge/Skills
</b></p><ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li><li>Detail orientated with superior organizational skills and ability to prioritize
</li><li>Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
</li><li>Exceptional writing, interpersonal and client service skills
</li><li>Strong time management skills
</li><li>Team player with the ability to collaborate with others
</li><li>Ability to work in a fast-paced, evolving environment
</li><li>Adaptable and ability to multitask
</li><li>Goal oriented, self-motivated and results driven
</li></ul><p></p><p><b>Reports to:
</b></p><ul><li>Business Service Officer
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

Senior Registered Client Associate

Goldman Sachs

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
Alternative Capital Markets (ACM) Client Solutions team is seeking a Vice President to join an expanding segment within our Wealth Management division, to be based in Dubai. This role serves as the central strategic and relationship management hub for the GS Wealth Alternatives platform, a leader in alternative investments. The role will involve providing expert-level support and insights to both advisors and clients. This is an opportunity to build on deep Alternative market expertise and become a trusted subject-matter expert in alternative investments, directly contributing to the growth and success of our clients and the firm.</p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.</p>
<p><b>
Alternative Capital Markets (ACM)</b></p>
<p>
Alternative Capital Markets is a global team with 85&amp;#43; alternative investment professionals across ten offices (New York, Albany, Dallas, Los Angeles, Miami, London, Zurich, Hong Kong, Singapore, and Shenzhen), responsible for over $120B&amp;#43; in AUS, serving institutions, foundations, family offices, high net worth and ultra-high net worth individuals. ACM is the architect of the Wealth Alternatives platform including private equity, growth / venture capital, private credit, private real estate, hedge funds, co-investments and impact private investing. These offerings include AM Private, XIG, and third-party external investment strategies, as well as differentiated private company access via both internal and external referrals. ACM&rsquo;s full-service capital markets business covers the entire lifecycle of an alternative investment, from investment sourcing to client solutions, as well as a new discretionary offering enabling programmatic platform access, an in-house liquidity platform for clients (qualified matching service, or QMS), and dedicated platform management and strategy.</p>
<p><b>
Client Solutions</b></p>
<p>
The Client Solutions team within ACM is the relationship management &amp; strategy team for the GS Wealth Alternatives platform. The team is the primary point of contact for GS advisors, responsible for marketing &amp; fundraising across the alternative investment platform, while providing holistic support to advisors &amp; clients, including asset class &amp; strategy education, portfolio construction guidance, and ongoing relationship management.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Key liaison for advisor teams to provide support and drive growth across the GS Wealth alternatives business</li><li>
Serve as an alternative investment strategist &amp; relationship manager for the ACM platform, providing key information, and driving education &amp; adoption across alternative investments within the GS Private Wealth Management (PWM) channel</li><li>
Help lead marketing &amp; fundraising campaigns, including managing overall fund raising activity, developing marketing collateral / strategy pitch and engaging advisors / clients by organizing road shows / events / campaigns</li><li>
Help provide input on ACM sales strategy across client segments, advising on growth strategies for new offerings / solutions, and develop segment specific fundraising strategies</li><li>
Provide support for client portfolio reviews, including performance updates, and fund commentary</li><li>
Prepare and update materials for internal &amp; external presentations, in partnership with the ACM investor relations, and legal/compliance teams</li><li>
Develop into a trusted subject matter expert, providing advisors guidance on portfolio construction &amp; joining client &amp; prospect discussions</li><li>
Help drive education of alternative investment themes and portfolio implementation for all GS client segments and regions by coordinating across ACM, GS CIO, GS investment teams and external managers to develop and communicate best-in-class thought leadership &amp; market commentary across alternative asset classes</li></ul>
<p><b>
QUALIFICATIONS</b></p>
<ul><li>
Bachelors Degree or Higher</li><li>
Deep understanding of financial markets and investment instruments, especially experience with alternative investments</li><li>
7&amp;#43; years of experience in wealth/asset management, banking, markets or private investing</li><li>
Strong quantitative, analytical and problem-solving skills</li><li>
Team player, with excellent communication and interpersonal skills</li><li>
Strong ability to multi-task, with an ability to manage multiple projects with different deadlines</li><li>
Self-starter, with ability to work both independently and in a team-oriented environment and across group functions</li><li>
Solid work ethic, motivation level, and strong attention to detail</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
Dubai
JOB FUNCTION
External Product Specialists
DIVISION
Asset &amp; Wealth Management</p>

Wealth Management, Alternative Capital Markets, Clients Solutions, VP - Dubai

HKW Wealth Real Estate

<p><b>ABOUT US</b></p><p>HKW Wealth is a boutique investment advisory management firm operating at the intersection of real estate, private capital, and landmark global projects. We specialise in curating and structuring investments that deliver long-term value, connecting visionaries with opportunities that redefine markets and shape skylines. Our approach is bespoke and confidential, designed to protect our clients&rsquo; interests while maximising strategic advantage. From premium real estate developments to high-impact infrastructure and exclusive private equity ventures, we ensure every project is backed by rigorous due diligence, deep market insight, and a network that spans influential decision-makers worldwide. Built on a foundation of trust, precision, and an unwavering commitment to excellence, HKW Wealth is more than an advisory we are a partner in growth. Here, progress is not a possibility; it is a given.</p><p><b>POSITION OVERVIEW</b></p><p>As a Telesales Executive, act as the first point of contact for clients, building long-term relationships and facilitating high-value property investments. Collaborate closely with the Senior Investment Advisor, CEO, and COO, gaining exposure to premium deals in Dubai&rsquo;s luxury property market.</p><p><b>KEY RESPONSIBILITIES</b></p><ul><li>Engage and follow up with leads from our exclusive database.</li><li>Build strong, lasting relationships with clients and investors.</li><li>Schedule meetings for the Senior Advisor and CEO.</li><li>Support ongoing high-value property deals.</li><li>Prepare daily reports and provide market feedback.</li><li>Collaborate with the investment team to close deals efficiently.</li><li>Manage communication with UAE's top premium developers.</li></ul><p><b>QUALIFICATIONS &amp; SKILLS </b></p><ul><li>Minimum 2 years&rsquo; experience in telesales or inside sales (real estate experience preferred).</li><li>Clear, confident, and professional English communication skills; additional languages (Arabic, Hindi, etc.) are a plus.</li><li>Strong negotiation and relationship-building skills.</li><li>Proficiency in Microsoft Excel and CRM tools.</li><li>Team player with strong reporting discipline.</li><li>Performance-driven, motivated by results.</li></ul><p><b>WHAT WE OFFER</b></p><ul><li>Competitive base salary + uncapped commission.</li><li>Training and mentoring from senior leadership.</li><li>Access to premium listings and high-profile clients.</li><li>Career growth opportunities within the luxury real estate sector.</li></ul><p><b>WHY JOIN US? </b></p><p>At HKW Wealth, we believe great ideas can come from anyone and everyone&rsquo;s voice matters. We work as a team, celebrate each other&rsquo;s wins, and push each other to do our best work. You&rsquo;ll be joining a supportive, uplifting environment where your creativity is valued and your growth is a priority. We want the best for you, and we&rsquo;ll give you the space, guidance, and trust to make your ideas shine.</p><p>Job Types: Full-time, Fresher</p><p>Pay: AED3,000.00 - AED4,000.00 per month</p><p>Experience:</p><ul><li>Sales : 1 year (Preferred)</li></ul><p>Work Location: In person</p>

Telesales Executive

Shiv Software

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   Position: Associate Advisor
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   Location: New City, NY
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  Seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
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  As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
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   Responsibilities
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   Client Service &amp; Meeting Support
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   Assist the lead advisor with ongoing client relationship management.
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   Prepare meeting agendas, financial reports, and follow-up summaries.
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   Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
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   Maintain accurate and compliant client records in CRM and financial planning software.
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   Financial Planning &amp; Investment Support
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   Help gather and analyze client data to build financial plans.
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   Draft initial plan scenarios, cash-flow projections, and retirement analyses.
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   Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).
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   Operational &amp; Administrative Support
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   Coordinate account openings, transfers, and custodian paperwork.
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   Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
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   Maintain excellent communication with clients through email and phone
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   Qualifications
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   Previous experience in financial services or wealth management strongly preferred.
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   High attention to detail and strong organizational skills.
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   Excellent communication skills (written and verbal).
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   Ability to work in a fast-paced, client-focused environment.
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   Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
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   Interest in pursuing CFP&reg;, Series 65, or other industry licenses is a bonus.
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Associate Advisor

Sloaneshorey

<p><b>Partner/Managing Director, MENA</b></p><p>UAE-based (Dubai/Abu Dhabi)</p><p>Corporate Intelligence and Investigations firm is looking to build a market-leading MENA practice in the UAE.</p><p>They are seeking a Partner or Managing Director to lead client development and execute source-led enquiries supporting any deals and disputes their clients (law firms, private equity, sovereign wealth funds, governments, MNCs) may have.</p><p><b>Duties:</b></p><ul><li>Develop business and client relationships</li><li>Advise clients</li><li>Lead assignments</li><li>Develop a source network in the region</li><li>Manage a small high-performing team</li></ul><p><b>Ideal background:</b></p><ul><li>18-25+ years of experience</li><li>Background in consulting, policy, law, investigations, intelligence</li><li>Substantive Gulf/Middle East experience</li></ul><p><b>Hiring Firm:</b></p><p>Corporate intelligence and investigations firm which legally obtains information and insights that are not publicly available through a human source network, supporting corporates, lawyers, and investors globally across all sectors.</p><p>The firm provides intelligence to support all transactions: acquisitions, divestments, minority stakes, joint ventures, market entry/exit etc., and to support disputes by filling information gaps and providing insights to debunks claims, identify fabrications, profile witnesses, and identify evidence.</p><p>Their analysts provide intelligence on:</p><ul><li>People: integrity, reputation, fraud, corruption, bribery, political exposure</li><li>Entities: sanctions compliance, supply chain integrity, human rights, and modern slavery</li><li>Markets: geopolitical risk, regulatory risk, market entry</li></ul><p><b>SLOANE SHOREY</b></p><p>Strategic advisor on leadership appointments and specialist hires across the risk lifecycle: supporting due diligence, regulation, and dispute resolution in international business and investments.</p><p>Sloane Shorey Consulting is an independent executive search and recruitment firm which works with global consulting firms, financial institutions, and private investment funds, delivering confidential searches and discreet hires in corporate intelligence, forensic investigations, and regulatory advisory.</p><p>Sloane Shorey is a Ministry of Manpower Licensed Employment Agency: EA License 20S0307</p>

Partner/Managing Director, MENA

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