Family Office Associate

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.

• 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 work streams 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.

• 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.

• 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!