Goldman Sachs Family Office (GSFO) is seeking an Associate to work closely with Private Wealth Advisors (PWAs) to deliver Family Office Solutions to clients and help with business development initiatives. The Associate will serve as the primary point of contact for a designated book of west coast clients, ensuring their needs for non-investment services are met with professionalism and promptness.
Requirements
- Bachelor's Degree Required
- 3-5 years of relevant industry experience in a client-facing role (Family office, Wealth Management, or other experience working with high-net-worth families, is preferred)
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
- Understanding of financial and performance reporting within wealth management
- Excellent writing and communication skills and a desire to work in a team-oriented environment.
- Outstanding analytical and problem-solving skills.
- Strong attention to detail; strong logical thinker.
- Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality.
- Commitment to excellence and a high level of integrity.
- Self-motivated, and able to balance quality work while meeting short deadlines.
- Deep interest in the financial markets and good investment sense/commercial instinct
- Resourceful, self-starter, attentive to detail with great organizational skills
- Ability to work in a fast-paced environment and think clearly under pressure.
- Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
- Relocation Assistance