$100K - $150K(Ladders Estimates)
Miami, FL 33299
Industry: Finance & Insurance•
Less than 5 years
Posted 65 days ago
Duties: Vice President with Goldman Sachs & Co. LLC in Miami, FL. Provide highly personalized wealth management solutions that help preserve, grow and transfer wealth for substantial individuals and families, corporate executives, entrepreneurs and select institutions, including foundations and endowments. Identify and solicit new clients in the LatAM region, with particular focus on Mexico, and work closely with clients to develop long-term wealth management plans including estate planning, trust structuring, asset allocation, portfolio oversight, selection of portfolio managers. Advise clients and deliver customized strategies drawn from the Firm's investment experience, diverse wealth management and investment vehicles and global reach. Prospect for new relationships and service existing clients. Monitor portfolio holdings, perform asset allocation proposals and re-balance portfolios. Execute trades for equities, fixed income, derivatives and fund investments. Provide market color and research to clients and prospects. Facilitate credit and lending requests.
Job Requirements: Master's degree (U.S. or foreign equivalent) in Business Administration, Economics, Finance, Management or a related field. Three (3) years of experience in the job offered or a related finance position covering Mexican markets. Must have three (3) years of experience with: working with financial, economic and capital markets; demonstrated track record of client focus, business development and relationship management; advising clients on asset allocation, regulatory issues and facilitating transactions in securities across the capital structure; engaging in active dialogue based on risk considerations, volatility tolerance, liquidity needs, leverage acceptance, transparency comfort, portfolio construction and deconstruction, asset allocation and estate and tax planning; utilizing knowledge of strategic planning, product development and marketing infrastructure including, but not limited to: taking onshore Latin American assets and covering them offshore; applying knowledge of the fiscal regulations in Mexico to ensure that recommended investments meet clients' fiscal regulatory requirements; servicing high net worth clients with at least $10 million USD in assets; demonstrated record of generating and executing leads of prospective clients with potential to open accounts at a minimum of $10 million USD of investable assets; identifying clients whose source of wealth derive from proven identifiable sources as per Anti-Monetary Laundering (AML) and Know York Client (KYC) regulations and guidelines; cross-border private wealth experience managing client assets; and proven track record building a book with greater than $500 million USD assets under standards (AUS). FINRA Series 7 license required. Fluency in Spanish required to be able to advise clients on financial and economic issues. Travel required 50% of the time to provide private wealth management solutions to ultra-high-net worth clients in Mexico. Identify and solicit new clients and strengthen relationships with existing clients.
Valid Through: 2019-9-12