Asset & Wealth Management - Miami - Associate, Non-Self-Sustaining Advisor

Responsibilities

• Associate, Non-Self-Sustaining Advisor with Goldman Sachs & Co. LLC in Miami, Florida. Create comprehensive wealth management plans for ultra-high net worth individuals and families predominantly based in Mexico, as well as select institutions, including foundations and endowments.
• Formulate and express investment views for clients' portfolios, fielding questions in English and Spanish on what is happening in the markets, and outlining the firm's investment thesis for the future, which encompasses all global asset classes, including public equities, fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private equity and bank lending.
• Work one-on-one with clients to advise and deliver customized strategies.
• Support existing client relationships, as well as source and develop new business opportunities and a strong network of intermediaries in the local Mexico market.
• Deliver an unparalleled investment platform inclusive of the full product and service offerings of the firm's US-based trading authorization and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
• Create asset allocation strategies and holistic wealth advisory recommendations to clients.

• Master’s degree (U.S. or foreign equivalent) in Economics, Finance, Business Administration, or a related field and one (1) year of experience in the job offered or in a related role or Bachelor’s degree (U.S. or foreign equivalent) in Economics, Finance, Business Administration, or a related field and three (3) years of experience in the job offered or in a related role.
• Prior employment must include one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) with: growing client base and expanding revenues for a project or venture; networking with ultra-high net worth individuals, scheduling meetings with potential investors, and building relationships in the process; raising capital from investors in Mexico and LatAM; managing the operations and logistics of a venture;
  
  financial and Cash management; and holding investor calls to update on the status of a venture or investment.
• Fluency in Spanish required to communicate with Mexican clients.
• Travel up to 40% of the time to Mexico required to meet with and build relationships with clients. All travel costs covered by Firm.

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