Leading Financial Consultant for Women and Families

vor 2 Wochen


Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

Are 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 about financial planning and wants to shape our new offering for female clients. You will work closely with our investments team to deliver best-in-class financial advisory services guided by Marmot's life-goal-based investment philosophy.

About the Role
  • Onboard and grow a book of clients through dedicated relationship management and nurturing
  • Develop a thorough understanding of each client's needs, goals, and financial status to provide tailored guidance
  • Identify suitable savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
  • Monitor portfolios for clients on an ongoing basis to retain and grow client relationships
  • Promote professional development by staying up-to-date with industry trends and best practices
Requirements
  • Minimum 3-5 years experience in wealth management with a demonstrated track record of success
  • Outstanding communication skills, high emotional intelligence, and ability to explain complex financial concepts
  • Able to serve as a successful advocate for clients and maintain a keen sense of resourcefulness
  • Openness to adapting to new technology and experience with digital tools
  • Strong educational background in finance or business
  • Passion for Marmot's mission to close financial gender gaps
  • Working Permit in Switzerland (minimum B-Permit) or EU-citizenship
  • Advanced German and professional English
Benefits
  • Entrepreneurial remuneration package with market rates, low base salary, and commission-based bonus
  • Work with a highly dedicated and talented team
  • Flexible schedule with support from digital tools and staff
  • Beautiful office in Zürich-Seefeld
  • Parental leave policy
  • Well-paid retirement savings plan
  • Life & Disability Coverage

In this role, you will have the opportunity to earn an estimated annual salary of CHF 120,000 - CHF 180,000 depending on experience, as well as a share of profits through our equity sharing plan.



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