MORE ABOUT THIS JOB
Duties: Associate-Intermediate/VP with Goldman Sachs & Co. LLC in Miami, FL. Create comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Responsibilities include: Work with clients to advise and deliver customized strategies drawn. Deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which includes tax and estate planning, philanthropic planning and private banking and lending services. Work with a team to source and develop new business opportunities, as well as to support existing client relationships. Creating asset allocation strategies and holistic wealth advisory recommendations to clients.
Work Schedule: 40 hours per week (9:00 a.m. to 6:00 p.m.)
RESPONSIBILITIES AND QUALIFICATIONS
Job Requirements: Masters or Bachelor's degree (U.S. or equivalent) in Business, Economics or a related field. Two (2) years of experience with Master's or five (5) years of experience with Bachelor's in the job offered or in a related finance position. Prior work experience must include: FX trading experience; Experience in structured notes; Utilizing understand of derivative regulation to ensure compliance with Dodd Frank; Producing asset allocation presentations to private wealth clients using MS PowerPoint; Presenting complex technical concepts and quantitative portfolio and risk management topics to private wealth clients; Utilizing knowledge of portfolio theory to engage in portfolio construction process and to understand portfolio risk and return profiles; Utilizing knowledge of pricing and use of financial instruments including credit, interest rates, FX, FX derivatives, and structured products; Utilizing knowledge of regulatory, legal, and tax implications for investors and products in Latin America; FINRA Series 7 and 63 licenses required. Fluency in Spanish 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., 2017. All rights reservedGoldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
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Private Wealth Advisor
Sabrina is an entrepreneur within Goldman Sachs’ team-driven culture—mobilizing an elite team of wealth management professionals that help high net-worth individuals identify investment solutions including trusts, endowments, and real estate.
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