Intern Wealth Management for Swiss Wealth Manager
vor 7 Monaten
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.
-
Business Risk Manager for Aml in Wealth Management
vor 7 Monaten
Basel, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Risk - Personal & Corporate Banking **Job Reference #** - 291848BR **City** - Zürich **Job Type** - Full Time **Your role** - Join us as a Business Manager, supporting the fast-paced Wealth Management department in the implementation of the banks client periodic AML review. In this...
-
Senior Partner
Vor 7 Tagen
Basel, Schweiz Helvetic Trust AG VollzeitHelvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...
-
Responsable adjoint à l’administration des ventes
vor 2 Monaten
Basel, Schweiz LUCYA Wealth Management AG VollzeitÀ propos de l’entreprise :LUCYA Wealth Management SA est une société financière de droit suisse créée en 2007. Elle est membre de l'Association Suisse des Gérants de Fortune (ASG), dispose de l’agrément FINMA validé en 2023. LUCYA Wealth Management SA est la filiale de LUCYA Group, également leader indépendant de la gestion de patrimoine en...
-
Initiative Manager
vor 7 Monaten
Basel, Schweiz UBS VollzeitSwitzerland - Zürich - Process, project and program management - Asset Management **Job Reference #** - 284259BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you an experienced initiative manager with a track record of driving the success of large scale, complex initiatives? Do you enjoy managing the day-to-day progress of multiple...
-
Responsable adjoint à l’administration des ventes
vor 2 Monaten
Basel, Schweiz LUCYA Wealth Management AG VollzeitÀ propos de l’entreprise : LUCYA Wealth Management SA est une société financière de droit suisse créée en 2007. Elle est membre de l'Association Suisse des Gérants de Fortune (ASG), dispose de l’agrément FINMA validé en 2023. LUCYA Wealth Management SA est la filiale de LUCYA Group, également leader indépendant de la gestion de patrimoine en...
-
Responsable adjoint à l’administration des ventes
vor 2 Monaten
Basel, Schweiz LUCYA Wealth Management AG VollzeitÀ propos de l’entreprise : LUCYA Wealth Management SA est une société financière de droit suisse créée en 2007. Elle est membre de l'Association Suisse des Gérants de Fortune (ASG), dispose de l’agrément FINMA validé en 2023. LUCYA Wealth Management SA est la filiale de LUCYA Group, également leader indépendant de la gestion de...
-
Client Account Manager Front Support Office
vor 6 Monaten
Basel, Schweiz UBS VollzeitSwitzerland - Northern Switzerland - Business management, administration and support, Client advisory / Relationship management, Trading - Global Wealth Management **Job Reference #** - 282083BR **City** - Basel **Job Type** - Full Time **Your role** - Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want...
-
Client Account Manager Front Support Office
vor 6 Monaten
Basel, Schweiz UBS VollzeitSwitzerland - Northern Switzerland - Business management, administration and support, Client advisory / Relationship management, Trading - Global Wealth Management **Job Reference #** - 291023BR **City** - Basel **Job Type** - Full Time **Your role** - Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want...
-
Basel, Basel-Stadt, Schweiz LUCYA Wealth Management AG VollzeitÀ propos de l'entreprise :LUCYA Wealth Management SA est une société financière suisse spécialisée dans la gestion de patrimoine.Nos clients peuvent compter sur notre expertise et notre discrétion pour gérer leurs avoirs avec soin.Ce poste consiste à travailler en étroite collaboration avec notre équipe de gestion des opérations pour suivre...
-
Assistant Relationship Management
vor 6 Monaten
Basel, Schweiz Bank Vontobel VollzeitBank Vontobel Zurich, SwitzerlandPosted 4 hours ago Permanent Competitive - Assistant Relationship Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with...
-
Payroll Manager for Swiss Operations
vor 1 Monat
Basel, Basel-Stadt, Schweiz Viking VollzeitViking River Cruises is seeking a skilled Payroll Manager for our Swiss operations. As a key member of our finance team, you will be responsible for all Swiss payment activities and ensure seamless payroll processing.Key Responsibilities:Support the monthly payroll runEnsure master data and mutations are accurateProcess and account assign various invoices...
-
Head Cash Management, Money Market and
vor 6 Monaten
Basel, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In the area of Treasury & Payments within the Sub-Division Operations, we are looking for an engaged and motivated Section...
-
Swiss Payroll Manager for Global River Cruises
vor 4 Wochen
Basel, Basel-Stadt, Schweiz Viking VollzeitViking, a leader in destination-focused voyages on oceans, rivers, and lakes worldwide, is seeking an experienced Swiss Payroll Manager to join our Basel-based team. This key role involves managing all Swiss payment activities, ensuring seamless payroll processing, and providing exceptional support to our employees.Key ResponsibilitiesOversee the monthly...
-
Linux Engineer for Innovative Banking Solutions
vor 1 Monat
Basel, Basel-Stadt, Schweiz Finders SA VollzeitAbout Finders SAFinders SA is a leading banking and asset management group with well-established Swiss headquarters and an excellent global reach. We offer dynamic and personalized services in investment advisory and asset management for institutional clients on the asset management side, as well as for private clients on the wealth management side.We are...
-
Linux and OpenShift Systems Administrator
vor 2 Monaten
Basel, Basel-Stadt, Schweiz Finders SA VollzeitJob Description:At Finders SA, we are seeking a highly skilled Linux and OpenShift Engineer to join our team. As a key member of our infrastructure team, you will be responsible for the operation, maintenance, and support of Linux systems and related infrastructure. Your expertise in containerized environments using Docker, Podman, and OpenShift will be...
-
Test Manager
vor 6 Monaten
Basel, Schweiz UBS VollzeitSwitzerland - Zürich - Information Technology (IT) - Group Functions **Job Reference #** - 292206BR **City** - Zürich **Job Type** - Full Time **Your role** - Is software engineering and test management your mantra? Are you at your best when working with end to end Delivery testing coordination? We're looking for someone who possesses a passion for...
-
Wm Client Account Manager
vor 6 Monaten
Basel, Schweiz UBS VollzeitSchweiz - Nordschweiz - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 280584BR **Stadt** - Basel **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Eine professionelle Dienstleistung ist für Sie selbstverständlich? Sie möchten sich beruflich weiterentwickeln und in einem dynamischen sowie...
-
Supply Chain Resource Management
vor 6 Monaten
Basel, Schweiz UBS VollzeitSwitzerland - Zürich - Corporate services, infrastructure and facilities, Management and Business Support, Outsourcing / Offshoring, Process, project and program management - Group Functions **Job Reference #** - 280928BR **City** - Zürich **Job Type** - Full Time **Your role** - Co-design and maintain the strategic operating model of the Supply Chain...
-
Project Manager
vor 1 Monat
Basel, Schweiz VECTURA FERTIN PHARMA VollzeitContract Type: Permanent Closing date: Reference: VN1928 - About the role As our Project Manager, you will support a diverse range of customer health projects, working with stakeholders across our business to create and deliver a shared approach. You will be responsible for driving a portion of our project portfolio, ensuring robust planning,...
-
Basel, Basel-Stadt, Schweiz Lonza VollzeitKey Highlights:Estimated salary: $120,000 - $180,000 per year.About the Role:The Head of Finance for Lonza's Swiss Commercial Entities will be responsible for overseeing the financial health and reporting of two complex operational companies in the Lonza Group. This includes monitoring financial integrity and compliance, managing financial risks, ensuring...
