Intern Wealth Management for Swiss Wealth Manager

vor 3 Wochen

Zurich, Schweiz Marmot Invest AG Vollzeit

As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk through diversification, and not only by market timing or chasing alpha.

You will support to develop and maintain ongoing partnerships with a range of clients through regular, meaningful contact as part of our Private Wealth Management services offering to high net worth individuals.

Aufgaben
- Create marketing and advertising content on our wealth management offerings or financial education for women for blog and social media
- Advertise different lead magnets for attracting and targeting our clientele
- Expand our network to female clients and their families in collaboration with our investment team
- Support in monitoring portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Marmot and their investing strategy
- Work on partnerships with players from the female financial ecosystem, including financial coaches, ambassadors, and brands, that fit our mission
- Possess Working Permit in Switzerland (minimum B-Permit) or EU-citizenship

Qualifikation
- Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of financial experience and knowledge
- Good with digital software tools, coding skills are a plus, Morningstar and Reuters Know How also a plus
- Intellectual curiosity, a deep desire to solve problems, and exceptional attention to detail
- The ability to serve as a successful and determined advocate for your clients
- A keen sense of resourcefulness and ability to implement efficient processes in a yet untapped environment
- Strong educational background, with connection to finance and business
- Passion for our women-oriented mission to close financial gender gaps
- German and excellent English is requested, Turkish is a plus

**Benefits**:

- Work with a highly dedicated, talented team
- Flexible schedule with the support of our helpful digital tools and staff
- Beautiful and efficient office in Zürich-Seefeld

Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to nurture financial freedom through wealth management and community building. We care deeply for each individual client’s personal aspirations and help them achieve their financial life goals.

It was built based on hundreds of hours of research into what women are looking for and is a fast growing consumer fintech company. Marmot is for now only able to serve clients living in Switzerland, and via reverse solicitation to clients in Europe.

  • Intern Wealth Management for Swiss Wealth Manager

    vor 2 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...

  • Assistentin Wealth Management

    vor 2 Monaten

    Zurich, Schweiz COLOMBO WEALTH SA Vollzeit

    **ASSISTANT Relationship Manager Wealth Management in Zürich (50-70%)** **GERMAN** **Job Information** Für unser Team im Bereich Wealth Management in Zürich suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Manager, welche folgende Aufgaben übernimmt: - Proaktive und effiziente Unterstützung der...

  • Investment Intern for Swiss Wealth Manager

    vor 4 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

  • Investment Intern for Swiss Wealth Manager

    vor 2 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

  • VP, Wealth Management Specialist, Swiss

    vor 3 Wochen

    Zurich, Schweiz Deutsche Bank (Schweiz) AG Vollzeit

    VP, Wealth Management Specialist, Swiss Job ID:R0311513 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2024-04-11 Location: Zurich Position Overview OVERVIEW:  Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative...

  • Relationship Manager Assistant, Wealth Management

    vor 3 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant, Wealth Management - Israel**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and...

  • Relationship Manager Assistant, Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant, Wealth Management - Turkey (100%)**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private...

  • Relationship Manager

    vor 1 Woche

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...

  • Assistant Wealth Management

    vor 2 Monaten

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - External Asset Manager Desk**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking...

  • Assistant Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and services,...

  • Assistant Wealth Management

    vor 4 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Turkey**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and...

  • Assistant Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Israel**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and...

  • Assistant Wealth Management

    Vor 2 Tagen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Turkey**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and...

  • Relationship Manager Wealth Management

    vor 2 Monaten

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland, Switzerland - Zürich - Business development, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276329BR **City** - Carouge, Zürich **Job Type** - Full Time **Your role** - Are you a people person? Are you passionate about financial markets? Do you know how to grow a business?...

  • Product Manager Pillar 1e

    vor 4 Wochen

    Zurich, Schweiz True Wealth Vollzeit

    True Wealth is the Swiss pioneer in online wealth management. Already over 20,000 clients entrust their assets to our investment solution and we are constantly developing our platform to make investing even simpler, transparent and more cost effective. We pass on the advantages of digitalisation to our customers, enabling them to invest, and provide for...

  • Product Manager Pillar 1e

    Vor 3 Tagen

    Zurich, Schweiz True Wealth Vollzeit

    True Wealth is the Swiss pioneer in online wealth management. Already over 20,000 clients entrust their assets to our investment solution and we are constantly developing our platform to make investing even simpler, transparent and more cost effective. We pass on the advantages of digitalisation to our customers, enabling them to invest, and provide for...

  • Private Wealth Management

    vor 2 Monaten

    Zurich, Schweiz Goldman Sachs Vollzeit

    Private Wealth Management (PWM)  secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by...

  • Assistant Wealth Management

    vor 2 Monaten

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Eastern Europe**: **Description**: Wealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services,...

  • Wealth Advisor

    vor 3 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    As a wealth advisor at Marmot, you will have the opportunity to shape our new offering for our female clients, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s lifegoal-based investment philosophy. You believe that effective and happy investing can be achieved...

  • Investment Advisor, Wealth, Latam

    vor 2 Wochen

    Zurich, Schweiz Jigsaw Financial Vollzeit

    A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...