Investment Advisor for Women's Wealth Management
Vor 5 Tagen
Marmot Investment AG is a boutique wealth management firm dedicated to serving high-net-worth women and their families. Our mission is to empower and inspire women to achieve financial freedom through tailored investment strategies.
This internship provides an opportunity to gain hands-on experience across multiple facets of wealth management, including investment, marketing, sales, and compliance. As a member of our dynamic team, you'll work closely with experienced professionals to develop your skills and knowledge.
Responsibilities- Assist in maintaining and curating investment portfolios to align with our investment philosophy of diversification, cost-efficiency, and market-cycles.
- Collaborate on creating educational materials and marketing content that promote financial literacy and showcase our offerings.
- Support client engagement efforts by developing targeted campaigns and initiatives to attract prospective clients within the female financial ecosystem.
- Contribute to compliance-related tasks to ensure our operations meet regulatory requirements.
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Zürich, Zürich, Schweiz Marmot Investment AG VollzeitJoin 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...
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Zürich, Zürich, Schweiz Marmot Investment AG VollzeitJoin 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...
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Zürich, Zürich, Schweiz Marmot Investment AG VollzeitJoin 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...
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