Intern Wealth Management for Swiss Wealth Manager

vor 7 Monaten


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.



  • 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...


  • Zurich, Schweiz BNP Paribas Wealth Management Vollzeit

    About BNP Paribas Wealth Management">BNP Paribas Wealth Management is a leading financial institution with a strong presence in Switzerland, providing high-end wealth planning solutions to complex high net worth individuals, entrepreneurs, and wealthy families.">We Are Hiring">We are seeking an experienced Wealth Planning Specialist to join our team in...


  • 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...


  • Zurich, Schweiz eFinancialCareers Vollzeit

    About the RoleThis is an exceptional opportunity to join a thriving Wealth Management business in Zurich.As a Wealth Management Specialist for Latin America, you will manage and advise clients across Public and Private Asset classes, ensuring their portfolios achieve optimal returns.You will act as a technical expert on investments, advising and counselling...

  • Relationship Manager

    vor 6 Monaten


    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...


  • 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...


  • 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...


  • Zurich, Schweiz BNY Mellon Vollzeit

    Non-disclosed Zurich, SwitzerlandPosted 1 hour ago Permanent ₣150k - ₣200k - 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...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 289580BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you the kind of person with a can-do spirit, eager to shape a future where your enthusiasm and dedication make a real difference? Are you ready to join us in exceeding...

  • Product Owner

    vor 6 Monaten


    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...


  • Zurich, Schweiz DZ PRIVATBANK Vollzeit

    Wir sind die genossenschaftliche Privatbank der Volksbanken Raiffeisenbanken und auf die Geschäftsfelder Private Banking, Fondsdienstleistungen und Kredite in allen Währungen spezialisiert. Unser Geschäftsmodell basiert auf der engen Kooperation mit der genossenschaftlichen FinanzGruppe und unserer Standortpräsenz an den internationalen Finanzplätzen...


  • Zurich, Schweiz BlackRock Vollzeit

    Description About this role About this role This product management role will work on Aladdin Wealth Tech’s product capabilities for discretionary portfolio managers (DPM). The individual will help advance our product vision in this area, evolve product/market fit, and drive roadmap planning, development, and delivery. This role will work closely with a...


  • Zurich, Schweiz Capco Vollzeit

    **ABOUT CAPCO**: Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward. - We...

  • Trust Administrator

    vor 6 Monaten


    Zurich, Schweiz ITech Consult Vollzeit

    Trust Administrator -Wealth Management/STEP/Viewpoint Role: We are currently seeking a Trust Administrator our client for changing-the-bank and running-the-bank responsibilities. As a Trust Administrator, you will be responsible for managing a portfolio of trusts and ensuring that they comply with both the legal and financial obligations as well as...


  • Zurich, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services.- As an_ intern_, you will...

  • Key Account Manager

    vor 3 Wochen


    Zurich, Schweiz W Executive Vollzeit

    At W Executive, we are seeking a highly skilled Key Account Manager to join our team of experienced professionals. This role presents an exciting opportunity to work with high-net-worth British clients, providing tailored banking and investment solutions that meet their unique needs and objectives.Job SummaryThis position involves developing and maintaining...

  • Wealth Planner

    vor 7 Monaten


    Zurich, Schweiz Thomson Consulting AG Vollzeit

    Unsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit. Aufgaben Als Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation....

  • Account Manager

    vor 6 Monaten


    Zurich, Schweiz Evooq Vollzeit

    **Company Description**: - At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous...


  • Zurich, Schweiz JobHive AG Vollzeit

    Wer stellt ein? Für eine Privatbank mit Sitz in Zürich suchen wir einen Relationship Manager/in oder Private Wealth Manager für den Deutschen/ Schweizer Markt! Tasks - Ganzheitliche Betreuung und Beratung von vermögenden Privatkunden, Unternehmern, Stiftungen und semi-institutionellen Kunden - Erschließung marktspezifischer Neukundenpotenziale in der...


  • Zurich, Schweiz UBS Vollzeit

    Schweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 291327BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sie bringen Erfahrung in der Finanzplanung oder in der Betreuung von Vermögensverwaltungs - und Anlagekunden mit? Kann man mit Ihnen den Ausbau der...