Assoc - Int/VPThe Goldman Sachs
Miami, FL Full time
Posted on January 7, 2018
Assoc -Int/VP w/Goldman Sachs & Co. LLC in Miami, FL. Provide personalized wealth mgmt solutions that help preserve, grow & transfer wealth for ultra-high net worth individuals & families, corp execs, entrepreneurs & select institutions, incl foundations & endowments. Identify & solicit new clients in the Latin American region & wrk closely w/ clients to dvlp long-term wealth mgmt plans incl estate planning, trust structuring, asset allocation, portfolio oversight, selection of portfolio mgrs. Reqs: Mstrs or Bach deg (U.S. or equiv) in Bus, Econ, Fin, or a rel field. 3 yrs of exp w/ Mstrs or 5 yrs of exp w/ Bach in the job offered or a rel private wealth position covering Latin American clients. Prior wrk exp must incl 3 yrs w/ Mstrs or 5 yrs w/ Bach: utilizing understanding of asset allocation on structured portfolios, mnged portfolios, brokerage accts, portfolio reviews, deposit & loan solutions, basic trust and estate products & identification of wealth planning opportunities; utilizing know of tax & investment strategies, securities, insurance, pension plans, trust & estate products, & real estate to clients in a Latin American mkt; reviewing & building pitch books. Spanish fluency reqd. Travel reqd. Job Code: IMD121217RPLAP. QUALIFIED APPLICANTS: Apply at gs.com & click on "Careers." NO PHONE CALLS PLEASE. ©The Goldman Sachs Group, Inc., 2017. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.