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AWM, Private Bank, Regional Lending Advisor, Vice President

Goldman Sachs
New York, New York, United States
$85K-$270K a year
Full-time

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.

Goldman Sachs Private Bank

Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client’s wealth management goals.

Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management.

Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards.

All team members are employees of Goldman Sachs Bank, USA.

JOB SUMMARY & RESPONSIBILITES

  • Establish and maintain strong internal relationships to drive lending activity
  • Responsible for driving growth by identifying and implementing lending growth opportunities with PWM coverage teams
  • Advise clients and advisors on appropriate tailored lending solutions and contribute to our reputation of excellence in execution
  • Join prospect and client meetings with PWAs to raise awareness of Goldman Sachs Private Bank and the solutions available
  • Act as first layer of control for new opportunities by pre-screening lending requests and structuring creative loan proposals that work for both the client and Firm.
  • Partnering with our US Underwriting team on submitting credit memos and overall portfolio and risk management
  • Taking the lead in navigating solutions for initial default situations or at risk accounts within your portfolio.
  • Ensuring effective and consistent compliance to credit and control procedures
  • Manage expectations through strong communication with clients and their PWAs

QUALIFICATIONS

  • 8+ years’ experience in UHNW lending origination and credit analysis in a private bank or commercial banking organization
  • Expert knowledge in Commercial Real Estate financing preferred
  • Experience with underwriting other asset classes including securities based loans, structured lending and private equity
  • Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives
  • Excellent oral and written communication skills
  • Detail oriented with strong analytical skills
  • Strong collaboration skills in a team environment
  • Desire to continue the growth in a dynamic business.
  • Completion of a formal credit training program preferred
  • Bachelor’s Degree required

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 / careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

30+ days ago
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