Financial Advisor for Women's Wealth Management in Zurich

Vor 5 Tagen

Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

Marmot Invest AG is a Swiss wealth manager dedicated to empowering women and their families to achieve financial freedom.

We are seeking an experienced Financial Advisor to spearhead our mission of closing the financial gender gap. As a key member of our team, you will work closely with investment teams to design and manage model portfolios that align with our clients' financial goals and risk tolerance.

About the Role:

  • Develop and maintain model portfolios that reflect our commitment to cost-effective and risk-minimized investing.
  • Create compelling marketing and educational content aimed at women, promoting financial literacy and showcasing our wealth management offerings through blogs and social media.
  • Cultivate partnerships within the female financial ecosystem to amplify our mission and reach.
  • Conduct regular assessments of client portfolios to ensure alignment with their goals, facilitating ongoing dialogue to foster trust and loyalty.

Requirements:

  • Relevant MBA or 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.
  • Excellent oral and written communication skills, high emotional intelligence, and ability to translate complex financial topics to audiences of different levels of financial experience and knowledge.
  • Proficiency in digital software tools and coding skills a plus.
  • Intellectual curiosity, deep desire to solve problems, and exceptional attention to detail.
  • Ability to serve as a successful advocate for your clients.
  • Strong educational background and connection to finance and business.
  • Passion for our women-oriented mission to close financial gender gaps.
  • Excellent English language skills requested; German a plus.

Benefits:

  • Work with a talented and dedicated team.
  • Flexible schedule with support of helpful digital tools and staff.
  • Beautiful office in Zürich-Seefeld.

We offer a competitive salary of approximately CHF 80,000 - CHF 100,000 per year, depending on experience.

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