Latin America Wealth Development Associate

Goldman Sachs; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs in Miami, Florida seeks an Associate, Business Development Professional to support private wealth advisors, develop wealth management strategies for clients in Latin America and Florida, and create targeted marketing presentations for prospective clients, with English and Spanish outreach.

You will source new clients, analyze portfolios for risk and return, rebalance and trade, and liaise with product teams to tailor solutions to each location.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field with two years of relevant experience.
• Experience communicating with clients in English and Spanish for financial advice.
• Proficiency in Excel and PowerPoint; familiarity with market data tools (Bloomberg/Refinitiv).

Responsibilities

• Develop and prepare marketing presentations for prospective clients.
• Source and engage new clients through cold outreach in English and Spanish.
• Analyze portfolios for risk and return characteristics and rebalance as needed.
• Research investment vehicles for asset allocation tailored to Latin America and US clients.
• Collaborate with private wealth advisors and product groups to meet client needs.

Skills

Cold outreach

Marketing presentations

Client relationship management

Financial markets analysis

Education

Bachelor's degree in Finance or Economics or Business Administration

Tools

Bloomberg

Refinitiv

Excel

PowerPoint

Job description

Goldman Sachs in Miami, Florida seeks an Associate, Business Development Professional to support private wealth advisors, develop wealth management strategies for clients in Latin America and Florida, and create targeted marketing presentations for prospective clients, with English and Spanish outreach.

You will source new clients, analyze portfolios for risk and return, rebalance and trade, and liaise with product teams to tailor solutions to each location.