Bilingual Wealth & Business Development Associate

Socket.dev; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs in Miami, Florida seeks an Associate, Business Development Professional to support private wealth advisors and tailor wealth strategies for clients in Latin America and Florida. You will develop marketing presentations for prospective clients, source new business through bilingual outreach in English and Spanish, and analyze portfolios for risk and return.

The role involves executing portfolio rebalancing and trades, coordinating with product teams, and guiding client meetings to

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related field.
• Two years of experience in financial markets and investment analytics.
• Fluency in Spanish with ability to present in English and Spanish to clients and stakeholders.

Responsibilities

• Support private wealth advisors to tailor wealth strategies for Latin America and Florida clients.
• Develop and prepare marketing presentations for prospective clients.
• Source new clients through bilingual outreach in English and Spanish.
• Analyze investment portfolios for risk and return characteristics.
• Execute portfolio rebalancing and trades.
• Coordinate with product groups to address client needs by location.

Skills

Financial markets

Investment analytics

Portfolio risk analysis

Client relations

Education

Bachelor's degree in Finance / Economics / Business Admin / Accounting

Tools

Excel

PowerPoint

Bloomberg

Refinitiv

Job description

Goldman Sachs in Miami, Florida seeks an Associate, Business Development Professional to support private wealth advisors and tailor wealth strategies for clients in Latin America and Florida. You will develop marketing presentations for prospective clients, source new business through bilingual outreach in English and Spanish, and analyze portfolios for risk and return.

The role involves executing portfolio rebalancing and trades, coordinating with product teams, and guiding client meetings to