Senior Client Advisor

Goldrock, a leading multi-family office, is seeking an experienced and dynamic Senior Client Advisor to join our team.

Founded in 1999, Goldrock is dedicated to serving families of significant wealth, both in Israel and internationally. We help clients build and manage multi-manager portfolios across a comprehensive range of liquid and alternative asset classes. Beyond investment management, our firm provides holistic support on a wide array of financial matters, including generational wealth planning, coordination with legal and accounting professionals, oversight of banking relationships, business advisory, structuring and tax projects, and philanthropic initiatives.

We have built a culture of stability, integrity, and long-term partnership-both with our clients and within our team. We are looking for a professional who shares these values and has the ambition and capability to grow into a senior leadership role.

This role is open to candidates with at least 7 years of financial experience. 

The role involves:

·       Build and maintain deep, trusted relationships with high-net-worth client families, developing a thorough understanding of their financial and personal circumstances.

·       Serve as the primary point of contact for clients, providing proactive and practical solutions on a broad range of sensitive financial matters, including family business issues, intergenerational relationships, cross-border relocations, international taxation, estates, financial education, and philanthropy.

·       Design, construct, and oversee investment portfolios tailored to client objectives, regularly modeling and implementing changes in response to evolving family needs and market conditions.

·       Maintain an up-to-date and detailed knowledge of the Goldrock investment platform and each client’s portfolio.

·       Prepare and present high-quality, accurate client reports and financial analyses.

·       Coordinate and quarterback projects involving legal, tax, and other third-party advisors, ensuring seamless communication and execution.

·       Oversee and support clients in banking, structuring, and compliance matters.

·       Identify opportunities to enhance client service and operational efficiency.

·       Lead and participate in business development initiatives, including expanding referral networks, presenting to prospective clients, and winning new business.

·       Contribute to the firm’s collaborative culture by mentoring colleagues and supporting team development.

Requirements

·       7+ years of work experience in financial services

·       Fluency in both English and Hebrew, is essential

·       Excellent interpersonal relations, good listening skills, sensitivity and maturity

·       Exceptional oral and written communication skills

·       A proven record of working in a team environment

·       Bachelor’s degree in finance, law, business administration, economics, or a related field.

·       A pragmatic approach to problem solving

·       High level of integrity, responsibility, and accountability.

·       Detail-oriented and striving to 100% accuracy

·       Technologically proficient, with experience using financial reporting and portfolio management tools.

What We Offer

·       A culture of stability, integrity, and long-term growth.

·       The opportunity to work closely with experienced partners and a collaborative team.

·       A clear path for professional development, with the potential to grow into a senior leadership and partnership role.

·       Exposure to complex, multi-jurisdictional client matters and sophisticated investment strategies.

·       If you are passionate about delivering exceptional client service, thrive in a collaborative and stable environment, and aspire to grow into a leadership position, we invite you to apply.

‏Please send CVs to office@goldrockcap,com with the title "Senior Client Advisor Position"