Family Office jobs in United States

The Senior Associate, Client Services will play a critical role inmanaging and deepening relationships with family office and ultra-high networth clients for the Wealth team. This individual will work closely with Family Office Advisors and other cross-functional teams, taking ownership of complex client management tasks, leading on data management and research initiatives, and ensuring the effective use of internal systems and platforms.

• Lead and oversee clientmanagement activities, ensuring a high standard of service and proactiverelationship development for family office and UHNW clients.
• Direct support to Family OfficeAdvisors in both administrative and strategic aspects of clientrelationship management.
• Handle complex clientcommunications and instructions independently, resolving issues promptlyand professionally.
• Drive the preparation and reviewof tailored client proposals, presentations, and investmentrecommendations.
• Collaborate closely withInvestment and Operations teams for seamless execution and reconciliationof client portfolio transactions.
• Uphold the highest standards ofintegrity and confidentiality in all client and company matters.
• Stay abreast of industry trends,market updates, and new technology solutions relevant to the family office/MFOspace.
• Flexible and willing to travel at short notice for work-related assignments.

• Bachelor’s or Master’s degree, preferably in Finance, Economics, or a related discipline.
• 3–6 years of experience in wealth management, family office, private banking, or similar financialservices roles.
• Proven experience managing client relationships with UHNW or family office clients.
• Demonstrated leadership or mentorship capability within a client-facing team.
• Advanced skills in Microsoft Office Suite, especially Excel and PowerPoint.
• Strong data management, research, and analytical skills; able to extract, interpret, and present data-driven insights for clients and internal stakeholders.
• Strong interpersonal, verbal, and written communication skills.
• High degree of professionalism, integrity, and discretion.
• Ability to work both independently and collaboratively in a fast-paced environment.
• Highly motivated individual with a strong desire to learn, take on new challenges, and continuously upgrade personal and professional skills.

Golden Equator Wealth (GEW) is a multi-family office that provides UHNW families andindividuals with comprehensive wealth and legacy preservation solutions. Ourholistic and independent approach recognises that passing down a legacy goesbeyond financial wealth management to include an effective wealth transfer;preparing the next generation to take over; and passing on the family values tofuture generations. GEW is licensed by the Monetary Authority of Singapore.

GEW is a subsidiary of Golden Equator Group. Our pioneering and inclusive ecosystemof businesses within the pillars of Capital and Finance spark innovation,knowledge sharing and collaboration to unlock immense value for ourstakeholders and the communities we serve.

For more information, please visit: www.goldenequatorwealth.com/

We regret that only shortlisted candidates will be notified.