Business Development Director for Women's Wealth Management

vor 1 Monat


Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit
Job Overview

We are seeking a seasoned Business Development Director to join our team at Marmot Invest AG. This role is an exciting opportunity to build and grow a book of clients in women's wealth management, focusing on providing exceptional financial advisory services guided by our life-goal-based investment philosophy.

About the Role
  • Develop a thorough understanding of each client's needs, goals, and financial status to guide them in achieving their objectives
  • Identify suitable savings, investment, and spending strategies tailored to clients' risk preferences, liquidity needs, and investment objectives
  • Promote professional and team development through maintaining an in-depth understanding of financial planning, capital markets, and the financial services industry
  • Stay abreast of significant changes or developments within investments and financial services
Requirements
  • Minimum 3-5 years experience in building a client book in wealth management, preferably with a focus on women's wealth
  • Outstanding communication skills, high emotional intelligence, and ability to translate complex financial topics
  • Able to serve as a successful advocate for clients
  • Keen sense of resourcefulness and ability to implement efficient processes
  • Openness to adapting to new technology and experience with digital tools
  • Strong educational background in finance and 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 at market rates, low base salary, and commission-based bonus on net AUM and revenues. Co-partner equity share option plan for potential partnership
  • Collaborate with a dedicated, talented team
  • Flexible schedule with support from digital tools and staff
  • Beautiful and efficient office in Zürich-Seefeld
  • Parental leave policy
  • Well-paid retirement savings plan
  • Life & Disability Coverage

The estimated annual salary for this position is CHF 120,000 - CHF 180,000, depending on experience and qualifications.



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