Investment Specialist for Women's Wealth Management

vor 2 Monaten

Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit
About Marmot Invest AG

Marmot Invest AG is a Swiss wealth management company dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha alone.

Job Summary

We are seeking a visionary Investment Specialist 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 closely with our 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.
Requirements
  • 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.
What We Offer
  • 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.

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