Senior Family Office Manager

Senior Family Office Manager

Alpadis Trust (Switzerland) AG, Dianastrasse 9, 8002 Zürich

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Alpadis Group:

We are an expanding, independent and privately owned multi-jurisdictional fiduciary group (www.alpadis.com) and for our Zurich office we are looking for a well-rounded individual with experience in the acquisition, setup and management of client structures and family offices.

Description:

• Developing new relationships and generating a new client portfolio for Alpadis with a focus on leveraging the recent changes in the UK tax regime
• Acquiring and advising/coordinating new clients in legal, financial, governance and succession planning issues, with the help of internal and external specialists
• Profound knowledge of AML regulations and oversight thereof
• Lead supporting staff re onboarding, structuring and day-to-day mandate administration
• Be a part of various in-house projects

Requirements:

• Extensive experience in the family office industry in the UK
• Significant existing client base / solid relationships within UHNW community in the UK and other markets
• Understanding the complexity of the demands of UHNW clients redomiciling from the UK to Switzerland
• Ability to independently generate a new client base for Alpadis through leveraging the new tax regime in the UK
• Experience of working within wealth management / investment banking industry
• At least 10 years of experience in trusts / family offices
• Fluent in English; any other language is beneficial
• Reliable, trustworthy, communicative and responsible
• Teamplayer

Offer:

• Competitive salary and benefits
• Great career opportunities
• Small team with great atmosphere
• Pleasant offices in the city centre
• Working in an international environment

Please send your CV and credentials by email to:

Alpadis Trust (Switzerland) AG

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