Investment Intern for Swiss wealth manager dedicated to serving women and their families.
vor 5 Monaten
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 risk-minimized investing through diversification over market timing or the pursuit of alpha alone. In this dynamic role, you'll be instrumental in shaping our offerings, working intimately with our investment teams to craft solutions that resonate with our clients' unique needs and aspirations.
We're seeking a visionary candidate to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content. You'll play a crucial role in advertising our unique value propositions, utilizing lead magnets to attract a diverse clientele, and fostering partnerships within the female financial ecosystem.
Your responsibilities will include curating and maintaining model portfolios, ensuring they align with our clients’ financial goals and risk tolerance, and conducting periodic reviews to keep clients connected and informed about their investment strategies.
Aufgaben- Develop and Maintain Model Portfolios: Work closely with investment teams to design and manage model portfolios that exemplify our investment philosophy, focusing on diversification, cost reduction, and risk management.
- Client Engagement and Education: Create compelling marketing and educational content aimed at women, promoting financial literacy and showcasing our wealth management offerings through blogs and social media.
- Lead Generation: Utilize various lead magnets to attract and engage prospective clients, emphasizing our commitment to closing the financial gender gap.
- Partnership Cultivation: Collaborate with key players in the female financial ecosystem, including coaches, ambassadors, and brands, to amplify our mission and reach.
- Portfolio Monitoring and Reviews: Conduct regular assessments of client portfolios to ensure alignment with their goals, facilitating ongoing dialogue to foster trust and loyalty.
- Reputable MBA and a strong educational background in finance or business.
- Minimum 3 years of experience in finance, with a focus on wealth management, portfolio management, or related fields.
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 PMS CRM System- 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
- Excellent English is requested, German is a plus
- 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.
-
Zürich, Schweiz Marmot Invest AG VollzeitJoin 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...
-
Zürich, Schweiz Marmot Invest AG VollzeitJoin 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...
-
Senior Relationship Manager
vor 4 Monaten
Zürich, Schweiz Marmot Invest AG VollzeitIf you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families.Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We...
-
Senior Relationship Manager
vor 6 Monaten
Zürich, Schweiz Marmot Invest AG VollzeitIf you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families. Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We...
-
Senior Relationship Manager
vor 6 Monaten
Zürich, Schweiz Marmot Invest AG VollzeitIf you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families. Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We...
-
Strategic Wealth Advisor for Women
vor 1 Monat
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitPioneering Private Wealth Management for WomenMarmot Invest AG seeks a visionary Strategic Wealth Advisor for Women to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content.Key Responsibilities:Develop and Maintain Model Portfolios: Work...
-
Financial Strategist for Wealth Management Solutions
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitJob SummaryWe are seeking a highly skilled Financial Strategist to join our team at Marmot Invest AG, a Swiss wealth manager dedicated to serving women and their families. This dynamic role requires a visionary individual with expertise in wealth management, portfolio optimization, and financial education.
-
Investment Specialist for Women's Wealth Management
vor 2 Monaten
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout the RoleMarmot Invest AG is seeking a highly skilled Investment Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial advisory services to our female clients.As an Investment Specialist, you will work closely with our investment teams to craft solutions that resonate...
-
Leading Financial Consultant for Women and Families
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAre you looking to take control of your career and live a more fulfilling life? As a Senior Relationship Manager at Marmot Invest AG, you will have the opportunity to become a co-partner and shareholder in a pioneering wealth management company that focuses on empowering women and their families.We are seeking an experienced professional who is passionate...
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building.Role OverviewWe are seeking an experienced Wealth Management Specialist to spearhead our initiatives aimed at deepening...
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women. We empower and inspire women to nurture financial freedom through wealth management and community building.Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized...
-
Senior Wealth Manager
vor 1 Monat
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitMarmot Invest AG is seeking a Senior Wealth Manager to onboard and grow a book of clients through dedicated relationship management and nurturing. As a Senior Wealth Manager, you will develop a thorough understanding of each client's needs, goals, and financial status to guide them based on Marmot's life-goal-based investment philosophy.You will identify...
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom. Our mission is to provide exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the...
-
Raising Assets for Swiss Wealth Managers
vor 3 Wochen
Zürich, Zürich, Schweiz William Blake Group VollzeitJob DescriptionWe are seeking a highly experienced Asset Raiser to join our team at the William Blake Group. This role will focus on developing relationships with existing and new clients in the private wealth channel, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks, with a strong emphasis on Switzerland.The successful candidate...
-
Senior Relationship Manager
vor 2 Monaten
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitTake control of your career and become a co-partner and shareholder in Marmot Invest AG, a pioneering wealth manager in Switzerland that focuses on women and their families.As a Senior Relationship Manager, you will have the opportunity to shape our new offering for female clients and their families, working closely with our investments team to deliver...
-
Wealth Planner
vor 4 Wochen
Zürich, ZH, Schweiz BNP Paribas Wealth Management Vollzeit**Wealth Planner** This position will be based in Zurich. You wish to work in a high standard multidisciplinary team of experts providing sophisticated wealth planning solutions to complex high net worth individuals, entrepreneurs and wealthy families? Then join our Wealth Planning Solutions Department here at BNP Paribas Switzerland! **YOUR TEAM** Based...
-
Investment Advisor, Wealth, LatAm
vor 8 Monaten
Zürich, Schweiz eFinancialCareers VollzeitThe 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 existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...
-
Real Estate Investment Fund Manager
vor 3 Wochen
Zürich, Zürich, Schweiz AXA Investment Managers VollzeitJob DescriptionWe are seeking an experienced Real Estate Investment Fund Manager to join our team at AXA Investment Managers. As a key member of our investment team, you will be responsible for managing a significant real estate fund with a broad diversification strategy, including the implementation of investment strategies.About the RoleDevelop and...
-
Investment Advisor, Wealth, LatAm
vor 2 Monaten
Zürich, Schweiz eFinancialCareers VollzeitThe 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 existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...
-
Back Office Specialist
vor 3 Wochen
Zürich, Zürich, Schweiz Evooq VollzeitJob DescriptionWe are seeking a highly skilled Back Office Specialist to join our team at Evooq, a global provider of technology-driven solutions for wealth managers. This role will play a key part in supporting the onboarding of new clients onto our dedicated IAM platform.The ideal candidate will have a strong background in back-office operations and be...
