wealth manager

icapital

<div>iCapital&rsquo;s Client Solutions EMEA team is seeking a Vice President to support and accelerate our international growth across the GCC markets. This individual will play a key commercial and strategic role in expanding iCapital&rsquo;s footprint with wealth managers, private banks, independent financial advisors, and family offices.

As a member of the regional team, you will help shape the business development strategy, deepen existing client relationships, and drive new distribution partnerships. The role offers a unique opportunity to work at the intersection of private markets, wealth management, and financial technology in a fast‑growing, global organization. This position is Abu Dhabi‑based. 


Responsibilities
<ul>
<li>Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in the GCC region.</li>
<li>Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.</li>
<li>Execute Wealth Manager onboarding process from start to finish, working closely with related teams.</li>
<li>Nurture strong relationships with clients and prospects.</li>
<li>Educate clients on Private Markets/Alternatives and articulate iCapital&rsquo;s solutions and capabilities to clients and partners.</li>
<li>Provide constant feedback from the field on competitive landscape, investors&rsquo; appetite, trends and share with colleagues globally.</li>
<li>Build strong internal relationships within iCapital and work closely with other teams (Research &amp; Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal &amp; Compliance, Technology &amp; Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.</li>
<li>Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients (i.e. banks, wealth managers, multi-family office and independent financial advisors).</li></ul> 


 Candidate Profile
<ul>
<li>Solid academic credentials in relevant field.</li>
<li>7-10+ years of solid work experience in the Asset or Wealth Management industry, with a demonstrated track record in winning and interacting with clients.</li>
<li>Experience as business development professional or similar role in the asset management industry is a must.</li>
<li>Strong understanding of the wealth management landscape across the GCC is a must, if possible with an established network across private banks, wealth managers, independent financial advisors, and family offices.</li>
<li>In-depth experience across Private Markets asset classes, combined with a strong grasp of the Wealth Manager distribution model, is strongly preferred.</li>
<li>Strong attention to detail.</li>
<li>Excellent presentation and verbal/written communication skills, with a professional and positive attitude.</li>
<li>Highly collaborative, and able to think strategically about business opportunities and client management.</li>
<li>Language skills: Native in English and Arabic is a plus but not a must</li>
<li>Ability to work independently with a strong appetite to work in a fast-growing, collaborative environment.</li>
</ul>
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).

Benefits

iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees;

For additional information on iCapital please visit https://www.icapital.com/about-us X (former Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc</div><div></div>

Client Solutions Middle East - Vice President

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 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.
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.
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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

CORDA Investment Management

<div>Company Overview
CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.
Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we&rsquo;d love to connect!
Financial Planner
We are seeking an experienced Financial Planner to lead client engagement throughout the financial planning process. In this role, you will guide new clients from onboarding through plan development and provide ongoing planning as their needs evolve over time. This is a client-facing position focused on building long-term relationships and delivering thoughtful, personalized advice.
The ideal candidate brings a comprehensive understanding of financial planning, including tax considerations, investments, insurance such as life, disability, long-term care, and property and casualty, as well as cash flow and private investments or real estate. Experience working with clients approaching or in retirement is essential.
This role is well suited for someone who is self-driven, intellectually curious, and committed to delivering a high level of care. You take ownership of the client experience, proactively identify opportunities to add value, and approach planning with both technical expertise and empathy. You are a strong problem solver who listens carefully, understands each client&rsquo;s unique situation, and helps guide them at a pace aligned with their goals and expectations.
Location (Hybrid, 3 days in office): Austin
Position Type: Full-Time
Essential Duties &amp; Responsibilities
&bull;Partner with the planning team to analyze client situations, conduct research, and develop and implement financial planning recommendations &bull;Collaborate with clients&rsquo; external advisors, including attorneys, CPAs, and other professionals, to ensure coordinated planning strategies
<ul><li>Deliver financial advice to clients with confidence and clarity through virtual and phone meetings, demonstrating strong verbal and non-verbal communication skills
</li><li>Act as an accountability partner to advisors, helping ensure client plans are executed and goals are tracked over time
</li><li>Provide insights on industry trends, best practices, and opportunities to enhance the firm&rsquo;s planning capabilities and service offerings
</li><li>Maintain the highest standards of ethics, professionalism, and client confidentiality
</li><li>Prepare, coordinate, and follow through on client communications for both prospective and existing clients
</li><li>Contribute to the development and improvement of internal processes, workflows, and client-facing materials
</li><li>Maintain accurate and up-to-date client records and activity tracking within Salesforce
</li></ul>Education &amp; Experience
<ul><li>Bachelor&rsquo;s degree required (preferred fields: Business, Accounting, Finance, Economics)
</li><li>5+ years of experience in financial services, including 3+ years developing and presenting comprehensive financial plans
</li><li>CFP, RICP, or equivalent designation (or progress toward certification)
</li><li>Strong foundation in personal financial planning, including wealth management, risk management, and retirement income strategies
</li><li>Experience working with pre-retirees and retirees; exposure to multi-generational planning is a plus
</li><li>Experience with financial planning tools such as eMoney or MoneyGuidePro
</li><li>Familiarity with CRM and advisor technology platforms (e.g., Salesforce)
</li><li>Experience with tools such as FP Alpha or SSAnalyzer is a plus
</li><li>Experience working with custodians such as Charles Schwab preferred
</li><li>Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)</li></ul>
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.</div>

Financial Planner

ALEXBANK

<div>
 
 We&rsquo;re looking for talented professional RM to join our
 
 Affluent &amp; Private Team
 
 
 
 
 
 
 If you have minimum 1 year of experience in the Affluent / Wealth segment and aspire to grow within a strong career path, this opportunity for you!
 
 
 
 
 <ul>
 <li>
 
 
 Job duties
 
 
 </li>
 <li>
 Provide banking services/products in professional manner to Affluent Customers.
 </li>
 <li>
 Manage customers' portfolios to effectively increase the bank's segment profit ability.
 </li>
 <li>
 Ensure constant contract with Affluent Customers through prudent approach aiming at diversifying and expanding existing portfolios.
 </li>
 <li>
 Propose and promote services and products that best fit the needs of targeted customers
 </li>
 <li>
 Ensure to meet target of business sales plan and optimize the benefit of advantages of the area covered by the branch.
 </li>
 <li>
 Ensure constant contact plan with affluent customers through prudent approach of deepening existing portfolios as well as attracting new customers as part of the on- boarding plan.
 </li>
 <li>
 Prepare credit application and required document to be sent to concerned entity for analysis and approval.
 </li>
 <li>
 Conduct site visits to prospect customers to attract new clients.
 </li>
 <li>
 Ensure providing prompt assistance to Affluent &amp; Private Clients.
 </li>
 <li>
 Ensure customers' satisfaction and alignment with concerned functions to solve any complaints.
 </li>
 <li>
 Willing to join opportunities available all over Egypt.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 
 Qualifications &amp; Skills
 
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Knowledge of the Banking Services &amp; Knowledge of the Banking Products.
 </li>
 <li>
 Knowledge of Banking Systems, Software, and Tools.
 </li>
 <li>
 2-4 years of experience at the banking sector.
 </li>
 <li>
 Minimum 1 year of mandatory experience in the Affluent segment.
 </li>
 <li>
 Time Management.
 </li>
 <li>
 Problem Solving.
 </li>
 <li>
 Target Orientation.
 </li>
 <li>
 Judgment and Decision Making.
 </li>
 <li>
 Numeracy.
 </li>
 <li>
 Sales Management.
 </li>
 <li>
 Active Learning.
 </li>
 <li>
 Business Communication.
 </li>
 <li>
 Teamwork.
 </li>
 <li>
 Customer Service /Orientation.
 </li>
 </ul>
 
 
</div>

Affluent & Private Clients Relationship Manager

bankfab

<div><div>Job Description</div>
<div>
<ul><li>The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI &amp; HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international customer base.
</li><li>To achieve superior sales revenues / AUMs above a predetermined target &amp; increase FAB&rsquo;s market share
</li><li>To provide clients with an above optimum level of service &amp; full investment solutions
</li><li>Identify/segment target markets, develop business to widen portfolios &amp; implement the strategic /marketing plan for Private Banking.
</li><li>Building [own] &amp; managing a portfolio of UHNWI &amp; HNWI &amp; provide maximum personalized services
</li><li>Maintain /expand current/future client base, acquire net new business via referrals, contacts &amp; marketing
</li><li>Proactively enhance PB&rsquo;s offerings [Group and/or Open Architecture] by initiating &amp; supporting internal processes &amp; workflows
</li><li>TASKS
</li><li>To maintain &amp; develop a client base of HNWI &amp; UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals &amp; recommendations within the Group.
</li><li>Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
</li><li>Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
</li><li>Opportunity spotting externally &amp; from within the Group.
</li><li>The individual will always promote the 3 main businesses of Private Banking, marketing &amp; business development to clients for both Offshore [Switzerland ] &amp; Onshore [UAE]
</li><li>Coordinates &amp; promotes prospects &amp; business with other RMs as well as other Group coordinates Globally.
</li><li>Promotes the cross selling between Group branches/offices in the Gulf &amp; elsewhere Globally.
</li><li>Develop &amp; maintain strong relationships with decision makers in key positions &amp; turns relationships into sources of referral [inwards / outwards]
</li><li>Identifies target markets, develops new business, increases wallet share of existing clients, &amp; implements the annual marketing plan
</li><li>Initiates pro-actively, solutions, sales &amp; market initiatives
</li><li>Participates with others in Product development &amp; marketing
</li><li>Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking [Banking, Fiduciary [Wealth Protection such as Trusts, Foundations Offshore Cos etc], Portfolio Management [Execution only, Advisory &amp; Discretionary] but also includes examples such as derivatives [e.g. DCDs, esoteric funds [aircraft operating leases, mezzanine debt, etc]
</li><li>Maintains a designated list of clients&rsquo; portfolios
</li><li>Develops new investment relationships, attracts new key clients to FAB. Furthermore, develops the private client side of FAB&rsquo;s key strategic clients&rsquo; segment [e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos]
</li><li>Provides advice &amp; ultra-high level of solutions &amp; service 24/7 &ndash; 365 days of the year regardless of being in the office, on vacation and / or on an international business trip
</li><li>Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD
</li><li>Assesses financial needs, risk tolerances/appetite, &amp; develops optimal investment solutions
</li><li>Ensure, clients&rsquo; relationships are monitored &amp; maintained [Completes &amp; updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc].
</li><li>Ensures that clients&rsquo; portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case
</li><li>Participates in product development / marketing if &amp; when required [Some SPBs have been deeply &amp; actively involved with colleagues in PBU regards items such as Hold Mail &amp; Bills Discounting]
</li><li>Maintains MIS portion relating to the individual
</li><li>Cross sells / promotes all Investment Banking, FABS, GAM, ADNIF, etc....
</li><li>Promotes PB&rsquo;s Open Architecture solutions on a case-by-case basis to serve the clients&rsquo; best needs &amp; requirements
</li><li>Manage the respective PB UAE office [End to End] for administrative purposes in the absence of the respective business heads on a rotational basis as &amp; when required.
</li><li>Manages on a partial basis (time needs) basis RMs support staff in respective PBU office /liaising with Middle office, Back offices, RMD, ACD etc
</li><li>All other tasks as reasonably &amp; unreasonably requested</li></ul></div></div>
 <div><div>Responsibilities</div></div><div></div>
 <div><div>Qualifications</div>
<div>
<ul><li>Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background
</li><li>Strong relationship management &amp; new /ongoing business development skill
</li><li>At least 5 years' experience as an &ldquo;industry hand&rdquo; in private banking coupled with experience in other banking environment, investment companies Experience in leadership
</li><li>Experienced problem solver in tandem with decision making</li></ul></div></div>
 <div><div>About Us</div>
<div><div>About Us: 
</div><div></div> 
<div>First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions. We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients. 
</div><div></div> 
<div>Life at FAB: 
</div><div></div> 
<div>Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to &quot;Grow Stronger.&quot; We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization 
</div><div></div> 
<div>Career Development: 
</div><div></div> 
<div>FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you. Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development. 
</div><div></div> 
<div>Our Values: 
</div><div></div> 
<div>At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions. We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication. 
</div><div></div> 
<div>Join our team and be part of a journey to shape the future of banking.</div></div></div><div></div>

Director, Private Banking

Goldman Sachs

<div>
 
 Job Description
 
 
 
 About Goldman Sachs
 
 
 At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it&rsquo;s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
 
 
 Asset and Wealth Management
 
 
 
 Goldman Sachs Asset &amp; Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets.
 
 
 
 Our Asset Management business is one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
 
 
 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.
 
 
 Job Responsibilities
 
 
 <ul>
 <li>
 Support the oversight of ~200+ Administrative Assistants across Asset &amp; Wealth Management Americas
 </li>
 <ul>
 <li>
 Partner closely with AWM Leadership and Admin Manager to support performance management, development, and engagement across the AWM Americas Administrative Assistant population.
 </li>
 <li>
 Work with Admin Manager to allocate and assign assistant coverage in coordination with Business Unit COOs.
 </li>
 <li>
 Build relationships across various internal stakeholders including Business Unit Managers and Business Unit COOs, acting as a trusted partner advising on coverage models, headcount and contingent labor needs, and assistant talent decisions aligned to business priorities.
 </li>
 <li>
 Drive project management related to event planning, including but not limited to townhalls, year-end, milestone achievements, etc.
 </li>
 <li>
 Own onboarding and integration strategy for all new joiners (both full-time employees and contract workers), partnering with business stakeholders to deliver customized training programs.
 </li>
 <li>
 Build and maintain training programs for administrative assistant population across the division to enhance knowledge of existing resources, new resources and divisional subject matter, including the development of best practice and procedure documents for relevant firm platforms.
 </li>
 <li>
 Support the end-to-end recruiting efforts for Administrative Assistants across full-time and contract hiring pipelines, including sourcing strategy, interview coordination and offer approval processes.
 </li>
 <li>
 Champion efforts to uplift talent capabilities, enhance engagement, and strengthen organizational health.
 </li>
 <li>
 Manage staff augmentation and contingent worker budgets, including forecasting, tracking spend, approvals, and reporting; manage vendor/agency coordination.
 </li>
 <li>
 Coordinate with contingent worker management to lead recruitment, feedback process, contract extension and conversion process
 </li>
 <li>
 Organize regular catchups and touchpoints with assistant population across the division, provide support for ad-hoc queries.
 </li>
 <li>
 Develop strategic communication plan with administrative assistant population to enhance connectivity.
 </li>
 <li>
 Own various operational functions including time management approvals and reporting management systems.
 
 </li>
 </ul>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong proactive team player able to work efficiently and effectively in handling multiple tasks
 </li>
 <li>
 Excellent organizational and communications (written and verbal), skills
 </li>
 <li>
 Innovative thought processes and proactive time management
 </li>
 <li>
 Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders
 </li>
 <li>
 Ability to handle sensitive, confidential information with the utmost discretion
 </li>
 <li>
 Familiarity with RMS, Cyborg, Anaplan, Fieldglass and related internal systems is required
 </li>
 <li>
 Advanced proficiency in platforms such as Smartsheet, Sharepoint, Microsoft Word, Excel and Power Point
 </li>
 <li>
 Bachelor&rsquo;s degree
 </li>
 <li>
 3-5 years of relevant work experience
 
 
 </li>
 </ul>
 
 Salary Range
 
 
 
 The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 
 
 
 Benefits
 
 
 
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>

Asset & Wealth Management, Administrative Assistant Manager, Associate, New York

<div>
 
 Job Description
 
 
 
 
 YOUR IMPACT
 
 
 
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 
 
 
 OUR IMPACT
 
 
 
 
 Wealth Management
 
 
 
 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.
 
 
 
 Private Wealth Management (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.
 
 
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
 
 
 
 How You Will Fulfill Your Potential
 
 
 
 <ul>
 <li>
 Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
 </li>
 <li>
 Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
 </li>
 <li>
 Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
 </li>
 <li>
 Prepare client-facing materials depicting asset allocation and performance
 </li>
 <li>
 Diligence internal and third-party investment opportunities across the public and private markets
 </li>
 <li>
 Synthesize research material and communicate firm views to clients
 </li>
 <li>
 Support business development efforts by researching qualified prospects and tracking relevant capital raises
 
 
 </li>
 </ul>
 
 Skills &amp; Experience We&rsquo;re Looking For
 
 
 
 <ul>
 <li>
 Bachelor's Degree required
 </li>
 <li>
 Ability to work in a fast-paced environment and think clearly under pressure
 </li>
 <li>
 Strong interest in the financial markets and good investment sense/commercial instinct
 </li>
 <li>
 Ability to multi-task and work with numerous colleagues and desks across the Firm
 </li>
 <li>
 Strong verbal and written communication skills
 </li>
 <li>
 Strong organizational and interpersonal skills
 </li>
 <li>
 SIE, Series 7 and 63 required (must be obtained within three months of employment)
 
 
 </li>
 </ul>
 
 About Goldman Sachs
 
 
 
 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.
 
 
 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. Learn more about our culture, benefits, and people at GS.com/careers.
 
 
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.htl
 
 
 &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, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 
 
 
 Salary Range
 
 
 
 The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 
 
 
 Benefits
 
 
 
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
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