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Goldman Sachs

Advises on mergers and trades stocks and bonds

Wealth Management Professional - Centralized Wealth Management

Wealth Management & Financial AdvisoryPosted on Nov 10
Full-timeAlbany, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • Current Series 7 and Series 63 licenses are required, or the candidate must commit to obtaining them within four months of hire.
  • A genuine and demonstrable interest in the financial services industry and capital markets is required.
  • The candidate must be able to work autonomously and collaboratively and demonstrate initiative and a proactive approach.
  • The candidate must demonstrate meticulous accuracy and precision.
  • The candidate must be dedicated to client service and building lasting relationships.
  • Strong verbal and written communication skills are required to explain complex information clearly and concisely.
  • The candidate must be able to manage multiple priorities and adapt quickly in a fast-paced environment.
  • Strong proficiency in Microsoft Office, including Outlook, Excel, and Word, and aptitude for learning new technologies are required.

Responsibilities

  • Collaborate with Goldman Sachs Ayco Advisors as a trusted partner to provide service and strategic insights to their clients.
  • Anticipate client needs and develop and recommend solutions for complex investment-related transactions and service inquiries.
  • Oversee and optimize operational workflows, manage cash balances, facilitate private banking services, and execute transactions accurately in compliance with risk-management standards.
  • Serve as a primary contact for clients and internal teams, resolve time-sensitive issues, and educate potential clients about reporting and digital capabilities.
  • For experienced Analysts, potentially guide and mentor junior Analysts, oversee workflow, and serve as a resource for escalated issues.
  • Take on additional duties assigned by leadership to support changing business needs and strategic initiatives.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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