Wealth Management Trainee Program for Female Professionals

Vor 2 Tagen


Zürich, Zürich, Schweiz Marmot Investment AG Vollzeit

As a wealth management intern, you'll be part of a small, dedicated team at Marmot Investment AG. You'll gain hands-on experience across multiple facets of wealth management, including investment, marketing, sales, and compliance.

Your Role

You'll work closely with experienced professionals to develop your skills and knowledge. Your responsibilities will include:

Key Tasks
  • Assist in maintaining and curating investment portfolios.
  • Collaborate on creating educational materials and marketing content.
  • Support client engagement efforts.
Requirements
  • A strong interest in wealth management, investing, and building client relationships.
  • Excellent communication skills and ability to simplify complex financial topics.
  • Proficiency with digital tools and familiarity with CRM systems and investment software.


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