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

Job Duties: 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. Job Requirements: 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. We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs We offer a full suite of class‑leading benefits. #J-18808-Ljbffr