Wealth Management Specialist for Female Clients in Switzerland

vor 1 Monat

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

Marmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building.

Role Overview

We are seeking an experienced Wealth Management Specialist to spearhead our initiatives aimed at deepening engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content.

Key Responsibilities:
  • Portfolio Development and Maintenance
    • Collaborate with investment teams to design and manage model portfolios that align with our clients' financial goals and risk tolerance.
  • Client Engagement and Education
    • Create compelling marketing and educational content aimed at women, promoting financial literacy and showcasing our wealth management offerings.
  • Lead Generation
    • Utilize various lead magnets to attract and engage prospective clients, emphasizing our commitment to closing the financial gender gap.
  • Partnership Cultivation
    • Cultivate partnerships 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
  • A 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.
  • Digital software tools proficiency, coding skills are a plus, and familiarity with Morningstar and PMS CRM System is highly valued.
  • 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.
Benefits
  • 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.
Compensation

The estimated annual salary for this role is CHF 80,000 - CHF 110,000, depending on experience and qualifications.

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