Financial Freedom Advocate for Women's Wealth Management

Vor 4 Tagen

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

Marmot 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 pursuit of alpha alone.

Job Description

We are seeking a visionary candidate to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content. The ideal candidate will play a crucial role in advertising our unique value propositions, utilizing lead magnets to attract a diverse clientele, and fostering partnerships within the female financial ecosystem.

Key Responsibilities:
  • Develop and Maintain Model Portfolios: Work closely with our investment teams to design and manage model portfolios that exemplify our investment philosophy, focusing on diversification, cost reduction, and risk management.
  • Client Engagement and Education: Create compelling marketing and educational content aimed at women, promoting financial literacy and showcasing our wealth management offerings through blogs and social media.
  • Lead Generation: Utilize various lead magnets to attract and engage prospective clients, emphasizing our commitment to closing the financial gender gap.
  • Partnership Cultivation: Collaborate 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.
  • Good working knowledge of digital software tools, coding skills are a plus, Morningstar and PMS CRM System- Know How also a plus.
  • 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.
  • Strong educational background, with connection to finance and business.
  • Passion for our women-oriented mission to close financial gender gaps.
  • Excellent English is required, German is a plus.
Compensation and Benefits

We offer a competitive salary of CHF 80,000 - 100,000 per annum, depending on experience, along with a flexible schedule and the support of our helpful digital tools and staff. You will also have access to a beautiful and efficient office in Zürich-Seefeld.

Marmot Invest AG is an equal opportunities employer and welcomes applications from qualified candidates.

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