Intern Wealth Management for Swiss Wealth Manager

vor 3 Wochen

Basel, 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
- Support in creating awesome products that are tailored to the needs of women
- Create marketing and advertising content on our wealth management offerings or financial education for women for blog and social media
- Develop different lead magnets for attracting and targeting our clientele
- Expand our network to female portfolio managers 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
- Support our growth of new product offerings and team development as Marmot scales
- 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
- Openness and willingness to be on camera and in external and marketing communication to promote our mission and work
- 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
- Openness to adapt to new technology and experience with digital tools
- Strong educational background, with connection to finance and business
- Passion for our women-oriented mission to close financial gender gaps

**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.

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