Career Opportunities for Women in Wealth Management

Vor 7 Tagen


Zürich, Zürich, Schweiz Marmot Investment AG Vollzeit

Marmot Investment AG is a boutique Swiss wealth manager with a mission to empower women to achieve financial freedom.

We specialize in wealth management tailored to high-net-worth women and their families, focusing on cost-effective and risk-managed investing that aligns with our clients' life goals. As an intern, you will gain hands-on experience across multiple facets of wealth management, including investment, marketing, sales, and compliance.

Key Responsibilities
  • Support the maintenance and curation of investment portfolios to ensure alignment with our investment philosophy.
  • Collaborate on creating educational materials and marketing content to promote financial literacy and showcase our offerings.
  • Work on campaigns and initiatives to attract prospective clients, with a focus on expanding our outreach within the female financial ecosystem.
  • Assist with compliance-related tasks to ensure smooth operations and meet regulatory requirements.
Requirements and Qualifications
  • Pursuing or having completed a bachelor's degree in finance, economics, business administration, or a related field.
  • A strong interest in wealth management, investing, and building client relationships.
  • Excellent communication skills and the ability to simplify complex financial topics for diverse audiences.
  • Proficiency with digital tools and familiarity with CRM systems and investment software.
  • Strong Excel skills and eagerness to learn.
  • Passion for our mission to close the financial gender gap and empower women in wealth management.
  • Fluent in English and German (C1) required, with the ability to start in August 2025.
Benefits
  • A supportive team environment and flexible working arrangements.
  • Exposure to multiple aspects of wealth management and opportunities for growth.
  • Beautiful office space in Zürich-Seefeld and hybrid working options.
  • The chance to make a real impact in a mission-driven organization.


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