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IMD, PWM, Family Office Wealth Advisory Team, Vice President, LatAm, Miami
Goldman Sachs
Miami, FL, United States
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MORE ABOUT THIS JOB
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.
RESPONSIBILITIES AND QUALIFICATIONS
YOUR IMPACT
Do you have a strong background in international trust and estate planning for Latin American clients and the desire to provide complex solutions to high net worth individuals? We are seeking a Vice President to be a member of our Family Office Wealth Advisory team in tax and estate planning for LatAm clients. You must 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
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocations within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. PWM is seeking a candidate to be the LatAm member of the Family Office Wealth Advisory team in international income tax and estate planning. The person filling this position would present wealth planning solutions related to onshore and offshore investments to existing and potential LatAm GS clients and their advisors.
HOW YOU WILL FULFILL YOUR POTENTIAL
• Support senior GS private wealth advisors in managing client relationships
• Generate opportunistic and long-term cross capital structure investment ideas
• Develop and analyze wealth succession and tax plans in conjunction with clients’ lawyers and accountants
• Work with various internal research and strategy desks to gather the best ideas/views across the Firm
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with LatAm clients covered primarily in Miami. You will be based in Miami with the majority of your time spent on LatAm-connected matters and be the thought leader on tax and estate planning for LatAm clients.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
• Fluent Spanish required; Portuguese desirable
• Desire to work hard and develop planning acumen in a team environment
• Willingness to travel to various Latin American countries with GS private wealth advisors and develop strong working relationships with clients’ LatAm and domestic professional advisors
• Ability to work in a fast-paced environment and think clearly under pressure
• Ability to multi-task and work with numerous colleagues and desks across the Firm
• Strong verbal and written communication skills
• Strong organizational skills
• Strong interpersonal skills
• Series 7 required (must be obtained within three months of employment)
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., 2017. All rights reserved
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.