Family Office Associate

Alpen Partners AG; Freienbach; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Alpen Partners AG in Switzerland is seeking a Family Office Associate to support our Family Office team delivering holistic services beyond investment management. You will help clients navigate succession, residency planning, philanthropy, and lifestyle needs while coordinating with senior partners.

You’ll contribute to office management, plan client events, support residency coordination, philanthropic strategy, and consolidated portfolio reporting.

Qualifikationen

• 2–3+ years of experience in wealth management or family office.
• Proficient with Office tools and coordinating with multiple stakeholders.
• Excellent organizational skills and multi-workstream management.
• Autonomous with strong teamwork.
• Fluent in English and German; others a plus.
• Discretion and reliability for sensitive client matters.

Aufgaben

• Contribute to office management and general Family Office operations.
• Plan and execute client events, from guest list management to venue and catering coordination.
• Support second residency and citizenship coordination, including expatriation, relocation, and liaison with government and legal contacts.
• Assist with philanthropic strategy, foundation and trust structuring, charitable giving coordination, and impact reporting.
• Provide concierge and lifestyle services for clients, including travel, accommodation, schooling and healthcare access, and personal request coordination.
• Support consolidated portfolio reporting, multi-bank statement aggregation, and coordination with tax advisors.
• Contribute to family governance and succession planning coordination, working alongside legal, tax, and trustee counterparts.

Kenntnisse

Wealth management experience

Office tools proficiency

Organizational skills

Autonomy & teamwork

English & German fluency

Discretion & reliability

Client-facing experience

Tools

Office tools

Jobbeschreibung

Family Office Associate

About the Role

In this role, you'll support our Family Office team in delivering holistic services that go beyond investment management, helping clients and their families navigate everything from succession and governance to residency planning, philanthropy, and lifestyle needs. You'll work closely with senior partners and the wider team to deepen client relationships and coordinate the many moving parts of a family's affairs.

What We're Looking For

• 2-3+ years of experience in wealth management, family office, hospitality, or a related client-facing environment.
• Strong proficiency in Office tools and comfort coordinating across multiple stakeholders and vendors.
• Excellent organizational skills and the ability to manage several workstreams with precision.
• A high degree of autonomy paired with strong team collaboration skills.
• Exceptional communication skills in both English and German; additional languages are a plus.
• Discretion and reliability, given the sensitive and personal nature of client matters.
• A structured, service-oriented mindset with genuine interest in the family office business model.

What You'll Do

• Contribute to office management and general Family Office operations.
• Plan and execute client events, from guest list management to venue and catering coordination and post-event follow-up.
• Support second residency and citizenship coordination, including expatriation, relocation, and liaison with government and legal contacts.
• Assist with philanthropic strategy, foundation and trust structuring, charitable giving coordination, and impact reporting.
• Provide concierge and lifestyle services for clients, including travel, accommodation, schooling and healthcare access, and personal request coordination.
• Support consolidated portfolio reporting, multi-bank statement aggregation, and coordination with tax advisors.
• Contribute to family governance and succession planning coordination, working alongside legal, tax, and trustee counterparts.

Why Join Us?

• A Collaborative, Growing Team: Be part of a thriving, young team of 50 across Zurich, Freienbach, Geneva, and Lugano.
• Varied and Engaging Work: Enjoy a diverse range of responsibilities within a supportive and challenging environment.
• Global, Multinational Atmosphere: Work in an environment that values cross-cultural collaboration.

Location: Freienbach

Start Date: We're excited to welcome you as soon as possible!