Senior Relationship Manager

Vor 2 Tagen

Zürich, Schweiz Marmot Investment AG Vollzeit

If you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families.

Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We support you in this journey in our flexible and women-focussed platform Marmot, with our digital fintech brand Marmot and our established Multi-Family-Office Brand Marmot Invest AG.

Next to onboarding and advising your clients, you will have the opportunity to shape our new offering for our female clients and their families, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s life-goal-based investment philosophy.

Tasks
  • Onboard and grow a book of clients through dedicated relationship management and nurturing
  • Develop a thorough understanding of each of your client’s needs, goals, and financial status in order to guide them based on Marmot’s investment philosophy
  • Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
  • Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Marmot and their investing strategy
  • Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry
  • Stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services
Requirements
  • Minimum 3-5 years experience and demonstrated track record of success in building your own book of clients in wealth management, book of families or of female clients
  • 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
  • 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
  • Openness to adapt to new technology and experience with digital tools
  • Strong educational background, with connection to finance and business
  • Passion for our women-oriented mission to close financial gender gaps
  • Working Permit in Switzerland (minimum B-Permit) or EU-citizenship
  • Advanced German and professional English a must
Benefits
  • Entrepreneurial remuneration at market rates, low base salary and commision based bonus on net AUM and revenues. co- partner equity share option plan to be a partner (ESOP based on net AUM)
  • Work with a highly dedicated, talented team
  • Flexible Schedule with support of our helpful digital tools and staff
  • Beautiful and efficient office in Zürich-Seefeld
  • Parental leave policy
  • A well-paid retirement savings plan
  • Life & Disability Coverage

We are looking forward to connecting and hearing from you



Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to achieve financial freedom through investing.

  • Senior Relationship Manager HNWI

    Vor 2 Tagen

    Zürich, Schweiz TN Switzerland Vollzeit

    Senior Relationship Manager HNWI / UHNWI mit Partneroption (m/w), ZürichZürich, SwitzerlandPrivate Banker als Partner für Schweizer Asset Manager mit Family OfficeUnsere Auftraggeberin ist eine international orientierte, renommierte, unabhängige Schweizer Vermögensverwaltungsgruppe mit einer beeindruckenden Erfolgsgeschichte. Sie hat Niederlassungen in...

  • Senior Relationship Manager/in HNWI

    Vor 2 Tagen

    Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office Schweiz Eine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D,...

  • Senior Relationship Manager/in HNWI

    vor 1 Tag

    Zürich, Schweiz TN Switzerland Vollzeit

    Client:VfU Management Consulting & Executive Search AGLocation:Job Category:Customer ServiceJob Reference:e2cc4f8b601aJob Views:9Posted:21.01.2025Expiry Date:07.03.2025Job Description:Internationale Privatbank - Wealth Management / Family Office SchweizEine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst...

  • Senior Relationship Manager HNWI

    Vor 6 Tagen

    Zürich, Schweiz VfU-Management Consulting & Executive Search Vollzeit

    Senior Relationship Manager HNWI / UHNWI mit Partneroption (m/w)Private Banker als Partner für Schweizer Asset Manager mit Family OfficeUnsere Auftraggeberin ist eine international orientierte, renommierte, unabhängige Schweizer Vermögensverwaltungsgruppe mit einer beeindruckenden Erfolgsgeschichte. Sie hat Niederlassungen in Zürich, Liechtenstein,...

  • Senior Relationship Manager

    Vor 5 Tagen

    Zürich, Schweiz KT Executive Search AG Vollzeit

    For a leading international bank in Switzerland, we are looking for a Wealth Management Senior Relationship Manager to develop the market in Central Asia. In this role, you will serve as the key contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, embodying the bank’s values both externally and internally.Key Responsibilities:As...

  • Senior Relationship Manager HNWI

    Vor 2 Tagen

    Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Private Banker als Partner für Schweizer Asset Manager mit Family Office Unsere Auftraggeberin ist eine international orientierte, renommierte, unabhängige Schweizer Vermögensverwaltungsgruppe mit einer beeindruckenden Erfolgsgeschichte. Sie hat Niederlassungen in Zürich, Liechtenstein, Deutschland und Übersee. Ihre qualifizierten Dienstleistungen...

  • Investor Relationship Manager

    Vor 5 Tagen

    Zürich, Schweiz W Executive Vollzeit

      Experience: Highly experienced Senior Client Relationship Manager Portfolio: Substantial portfolio of private and/or institutional clients in Latin America Preference: Thrives in a professional environment; focuses on discretionary mandates with a strong track record Compliance: Ensures full tax compliance for client assets Compensation: Prefers...

  • Senior Relationship Manager, APAC Desk

    Vor 2 Tagen

    Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:AP ExecutiveLocation:Job Category:Customer ServiceJob Reference:2c94c0cd4a38Job Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:A unique and market leading Digital Bank is looking to hire a Mandarin speaking Senior Relationship Manager to lead the APAC team from the Swiss office. The bank has a...

  • Relationship Manager im Bereich Large Corporates

    Vor 2 Tagen

    Zürich, Schweiz TN Switzerland Vollzeit

    Relationship Manager im Bereich Large Corporates, ZürichCommerzbank AG SchweizZürich, SwitzerlandHerausforderungen haben wir genug - und jetzt brauchen wir dich, um sie anzugehen!In unserer Zweigniederlassung in Zürich sind wir etablierter Ansprechpartner unserer Firmenkunden in allen Fragen des Corporate- und Investmentbanking. Mit Blick auf die...

  • Relationship Manager

    Vor 2 Tagen

    Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    Posted by Ambrina Hamid- Founder / CEO / Headhunter - Banking & FS Our client, a well-positioned International Corporate Bank with an office in Zurich is actively looking for a Relationship Manager for Swiss Corporates. In this role, you are responsible for acquiring, developing and managing customer relationships in the Swiss Corporates area. **Key...

  • Relationship Manager

    Vor 6 Tagen

    Zürich, Schweiz Broadgate Vollzeit

    Location: Zürich, SwitzerlandSector: Financial ServicesSalary: 150,000.00 CHF to 200,000.00 CHF per annumBroadgate is partnered with a high growth External Asset Manager in Switzerland dedicated to delivering tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and...

  • Relationship Manager im Bereich Large Corporates

    Vor 2 Tagen

    Zürich, Schweiz Commerzbank AG Schweiz Vollzeit

    Herausforderungen haben wir genug - und jetzt brauchen wir dich, um sie anzugehen! In unserer Zweigniederlassung in Zürich sind wir etablierter Ansprechpartner unserer Firmenkunden in allen Fragen des Corporate- und Investmentbanking. Mit Blick auf die Fortsetzung unseres dynamischen Wachstums suchen wir zur Verstärkung unseres Client Relationship Teams...

  • Relationship Manager

    Vor 5 Tagen

    Zürich, Schweiz Banque Heritage Vollzeit

    As part of our growth strategy, we are seeking an experienced and entrepreneurial Relationship Manager to join our dedicated Private Banking team in Zurich.As a Relationship Manager, your focus is the relationship with your clients, being the partner and advisor on their financial path, for the current and following generations. Leveraging your extensive...

  • Relationship Manager

    Vor 6 Tagen

    Zürich, Schweiz Binckbank Vollzeit

    Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally...

  • Relationship Manager Assistant

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    At Yakoubi Associates, we are seeking a highly skilled Relationship Manager Assistant to join our team in Zurich. As an Account Manager / Junior Relationship Manager, you will provide administrative and operational support to one Relationship Manager in their day-to-day tasks and co-ownership of a smaller client book.Key ResponsibilitiesUnderstand the needs...

  • Senior Relationship Manager:in Private Label Fonds – Fondsleitung

    Vor 5 Tagen

    Zürich, Schweiz Zürcher Kantonalbank Vollzeit

    Senior Relationship Manager:in Private Label Fonds – Fondsleitung80% - 100% | Fondsleitung, Vertrieb und Kundenberatung | Zürich | BerufserfahreneSwisscanto ist die erfolgreiche Fondsleitung der Zürcher Kantonalbank. Wir sind in der Schweiz die Nr. 2 im Markt für Anlagefonds. Wir bieten unseren Kunden umfassende und innovative Dienstleistungen sowie...

  • Client Relationship Manager

    vor 1 Woche

    Zürich, Schweiz Relai AG Vollzeit

    At Relai, we are on a mission to make Bitcoin the go-to savings technology—simple, accessible, and secure. As Europe’s leading Bitcoin startup, we’re pioneering the future of Bitcoin investing by making it effortless for individuals and institutions alike to buy, sell, and hold Bitcoin without complexity or middlemen. With $12M in Series A funding and...

  • Client Relationship Manager

    Vor 5 Tagen

    Zürich, Schweiz Relai AG Vollzeit

    At Relai, we are on a mission to make Bitcoin the go-to savings technology—simple, accessible, and secure. As Europe’s leading Bitcoin startup, we’re pioneering the future of Bitcoin investing by making it effortless for individuals and institutions alike to buy, sell, and hold Bitcoin without complexity or middlemen. With $12M in Series A funding and...

  • Senior Relationship Manager

    vor 1 Tag

    Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:Selby JenningsLocation:Job Category:Customer ServiceJob Reference:db5e66e040b1Job Views:11Posted:24.01.2025Job Description:Job Title: Relationship Manager (Italian Market)About Us: The role is with a leading private bank with a strong presence in Zurich. They are committed to providing exceptional service to...

  • Relationship Manager

    vor 1 Woche

    Zürich, Schweiz Saxo Bank Vollzeit

    Zurich, SwitzerlandSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...