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Associate-Intermediate/Vice President, IMD121217RPLAP
Goldman Sachs
Miami, FL, United States
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MORE ABOUT THIS JOB
Associate-Intermediate/Vice President with Goldman Sachs & Co. LLC in Miami, FL.
Work Schedule: 40 hours per week (9:00 a.m. to 6:00 p.m.)
RESPONSIBILITIES AND QUALIFICATIONS
Duties: Associate-Intermediate/Vice President with Goldman Sachs & Co. LLC in Miami, FL. Provide personalized wealth management solutions that help preserve, grow and transfer wealth for ultra-high net worth individuals and families, corporate executives, entrepreneurs and select institutions, including foundations and endowments. Identify and solicit new clients in the Latin American region and work closely with clients to develop long-term wealth management plans including estate planning, trust structuring, asset allocation, portfolio oversight, selection of portfolio managers. Advise clients and deliver customized strategies drawn from the Firm’s investment experience, diverse wealth management and investment vehicles and global reach.
Job Requirements: Master’s or Bachelor’s degree (U.S. or equivalent) in Business, Economics, Finance, or a related field. Three (3) years of experience with Master’s or five (5) years of experience with Bachelor’s in the job offered or a related private wealth position covering Latin American clients. Prior work experience must include three (3) years with Master’s or five (5) years with Bachelor’s: utilizing understanding of asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities; utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, trust and estate products, and real estate to clients in a Latin American market; reviewing and building pitch books. Spanish fluency required. Travel required.
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.