Description
ABOUT THIS JOB

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.

Our holistic approach incorporates financial planning in several areas such as: consolidated reporting and investment review, income tax planning and review, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

As an integral member of an advisor team, you will provide proactive support to address the financial complexities of the firm’s most strategic clients. Responsibilities include managing client data and platforms, preparing intricate financial exhibits, and overseeing tax activities such as quality control and e-filing.



This role requires a self-starter with a passion for financial markets who can thrive in a fast-paced environment, ensuring an exceptional client experience through meticulous attention to detail and cutting-edge problem-solving.

IMPACT AND RESPONSIBILITIES

Our Impact:

The Private Family Office is designed to service the firm’s most strategic clients. Our trusted advisor teams target a client ratio of 8-12 families per advisor, allowing us to dedicate the necessary time and resources to each client’s unique financial circumstances.

How You Will Fulfill Your Potential:

We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning and the desire to work in the ultra-high net worth space. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to m

📌 Asset & Wealth Management - Private Family Office WSS - Analyst - Bengaluru
🏢 Goldman Sachs
📍 Bengaluru