Family Office Associate: Client Services & Governance

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

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.