Internship for Swiss Wealth Manager Dedicated to Women and Their Families

vor 6 Stunden

Zürich, Schweiz Marmot Investment AG Vollzeit

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals.

This is an exciting opportunity to join a dynamic, small team at an innovative and mission-driven firm. As an intern, you’ll gain hands-on experience across multiple facets of wealth management, including investment, marketing, sales, and compliance. This role is ideal for a highly motivated and entreprenurial individual at the beginning of their career, such as a working student or recent graduate with a passion for investing, business, and empowering women with wealth management.

Tasks
  • Support Investment Processes: Assist in maintaining and curating investment portfolios, ensuring alignment with our investment philosophy of diversification, cost-efficiency, market-cycles and independence.
  • Client Engagement and Content Creation: Collaborate on creating educational materials and marketing content that promote financial literacy and showcase our offerings.
  • Marketing and Lead Generation: Work on campaigns and initiatives and help create engaging content that attracts prospective clients, with a focus on expanding our outreach within the female financial ecosystem.
  • Compliance and Administrative Support: Assist with compliance-related tasks to ensure our operations run smoothly and meet regulatory requirements.
  • Dynamic Team Collaboration: Participate in various projects and initiatives, working closely with team members across investment, marketing, and operations.
Requirements
  • Currently pursuing or recently completed a bachelor’s degree in finance, economics, business administration, or a related field.
  • A strong interest in wealth management, investing, building client relationships and entrepreneurialism.
  • Excellent communication skills and the ability to simplify complex financial topics for diverse audiences.
  • Proficiency with digital tools; familiarity with CRM systems and investment software such as Morningstar Direct is a plus.
  • Strong Excel skills
  • Eagerness to learn, attention to detail, and a proactive approach to problem-solving.
  • Passion for our mission to close the financial gender gap and empower women in wealth management.
  • Fluent in English (required); German is highly desirable (C1).
  • Must be legally eligible to live and work in Switzerland.
Benefits
  • A supportive, collaborative environment within a small, dedicated team.
  • Exposure to multiple aspects of wealth management, from investment to compliance.
  • Flexible working arrangements to accommodate studies or personal needs.
  • A beautiful office space in Zürich-Seefeld and hybrid working options.
  • The chance to make a real impact in a mission-driven organization.

About Marmot Wealth Management
We are a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building. Marmot is a growing company, built on extensive research into the needs of women in wealth management.

If you’re looking for an opportunity to learn, grow, and make a difference, we’d love to hear from you

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