Business Development Director for Women's Wealth Management
vor 1 Monat
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
- 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
- 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.
-
Business Development Manager for Private Wealth
vor 4 Wochen
Zürich, Zürich, Schweiz StepStone Group VollzeitStepStone GroupWe are a rapidly growing Global Private Markets firm offering customized investment and advisory solutions to sophisticated investors worldwide. Our diversified platform across the globe provides creative solutions to meet any investment program objectives.The Vice President / Director in Business Development will lead and support processes...
-
Financial Strategist for Women's Wealth Management.
vor 2 Monaten
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women. We empower and inspire women to nurture financial freedom through wealth management and community building.Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized...
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot 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 OverviewWe are seeking an experienced Wealth Management Specialist to spearhead our initiatives aimed at deepening...
-
Financial Strategist for Wealth Management Solutions
vor 3 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitJob SummaryWe are seeking a highly skilled Financial Strategist to join our team at Marmot Invest AG, a Swiss wealth manager dedicated to serving women and their families. This dynamic role requires a visionary individual with expertise in wealth management, portfolio optimization, and financial education.
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom. Our mission is to provide exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the...
-
Zürich, Zürich, Schweiz Rothschild & Co VollzeitAbout Rothschild & Co">Rothschild & Co is a leading global financial services group with a rich history spanning over 200 years. As a family-controlled business, we prioritize relationships and talent development to drive our growth forward.We strive to create an inclusive environment where diversity and different perspectives are valued. Our commitment to...
-
Regional Business Development Director
vor 4 Wochen
Zürich, Zürich, Schweiz Michael Page VollzeitJob Title: Regional Business Development DirectorAbout the Job: We are currently seeking a highly skilled Regional Business Development Director to join our Michael Page team.Develop new business opportunities and understand clients' needs to drive sales growth.Establish and maintain professional relationships with institutional investors in Nordics and...
-
Financial Specialist
vor 1 Monat
Zürich, Zürich, Schweiz eFinancialCareers VollzeitThe eFinancialCareers platform provides a unique opportunity for you to develop your career in the thriving wealth management industry.As a Financial Specialist - Wealth Management Latin America, you will be based in Zurich and manage and advise clients on their investments in Latin America. This role presents an exceptional chance to contribute to the...
-
Leading Financial Consultant for Women and Families
vor 3 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAre 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...
-
Zürich, Zürich, Schweiz Luminary Group VollzeitLuminary Group is seeking a highly experienced Senior Business Development Director to lead our efforts in the healthcare industry. This role will focus on Real World Evidence (RWE) solutions, driving revenue growth and expanding our client base.ResponsibilitiesWe are looking for a seasoned professional to develop and execute a strategic business development...
-
Wealth Management Trainee
vor 1 Monat
Zürich, Zürich, Schweiz Rothschild & Co VollzeitAbout the RoleRothschild & Co, a leading global financial services group with over 200 years of history, is seeking an ambitious and motivated individual to join their team as a Wealth Management Trainee. This exciting opportunity will provide the successful candidate with a unique chance to learn and grow within the Swiss wealth management industry.Key...
-
Risk Management Specialist Wealth Markets
vor 2 Wochen
Zürich, Zürich, Schweiz coni+partner AG VollzeitJob OverviewWe are seeking a seasoned expert in Risk & Compliance to fill the role of Group Audit Manager WM Risk & Compliance.About the RoleThis position involves analyzing and assessing various Wealth Management Risks, controlling Market-, Credit-, Operational-, Legal- and Compliance-Risks, identifying effective controls, and providing solutions to issues...
-
Zürich, Zürich, Schweiz Business & Finance Consulting Vollzeit**Job Overview**We are seeking an experienced Senior Business Development Specialist to join our team at Business & Finance Consulting.**Responsibilities:**Conduct market research and analysis to identify opportunities for growth in MSME lending.Develop and implement strategies to improve financial intermediaries' business models and increase their capacity...
-
Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. VollzeitAbout the Role:Company 81 - Manulife Data Services Inc. is seeking a highly skilled Technical Support Specialist to join our team. As a key member of our digital wealth applications support team, you will be responsible for providing exceptional technical support and maintenance for critical digital wealth applications across several markets in Asia.Key...
-
Wealth Management Specialist
vor 4 Wochen
Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt CH10 - BJB Bank Julius Baer & Co. Ltd., we celebrate individuality and empower our employees to make a meaningful impact.About the RoleWe are seeking a seasoned Wealth Management Specialist to join our Wealth Planning Life Insurance team in Zürich, focusing on sophisticated life insurance solutions for our clients.Your Challenge:Collaborate with...
-
Senior Wealth Management Legal Leader
vor 4 Wochen
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitWe are seeking an experienced Senior Wealth Management Legal Leader to join our team at Vontobel Holding AG in Zurich. This role offers a unique opportunity to shape strategic legal support within our Wealth Management business.Role OverviewThe successful candidate will have a minimum of 10 years of experience in the financial services sector, with a strong...
-
Senior Wealth Management Professional
vor 2 Wochen
Zürich, Zürich, Schweiz FINDERS SA VollzeitJob Title: Senior Wealth Management Professional - BankingAbout UsFINDERS SA is a leading financial institution dedicated to providing exceptional wealth management services to high-net-worth clients.Compensation Package:The successful candidate can expect a highly competitive salary and benefits package, commensurate with experience and performance....
-
Cloud Business Development Representative
vor 4 Wochen
Zürich, Zürich, Schweiz EVIDEN AG an atos business VollzeitCompany OverviewEviden AG, an Atos business, is a global leader in data-driven digital transformation. With an annual revenue of circa € 5 billion and over 57,000 world-class talents, we bring deep expertise to all industries across more than 53 countries.We unite unique high-end technologies with our partners, such as Microsoft, Google, and AWS, to expand...
-
Senior Business Development Manager
vor 1 Monat
Zürich, Zürich, Schweiz StepStone Group VollzeitAt StepStone Group, a leading global private markets firm, we offer an exceptional opportunity for a Senior Business Development Manager to join our team. As part of our growing business development function, you will play a critical role in driving growth and expansion across our client base.With a proven track record in business development, investment, or...
-
Strategic Wealth Manager
vor 1 Monat
Zürich, Zürich, Schweiz eFinancialCareers VollzeitEarn a competitive salary of $120,000 in Zurich as a Strategic Wealth Manager for eFinancialCareers.This is an excellent opportunity to join a thriving business and manage wealth management clients in Latin America.You will inherit existing clients and contribute to the growth of the business in the region, advising across public and private asset...