Senior Relationship Manager

Vor 2 Tagen

Zürich, Schweiz Marmot Investment AG Vollzeit

The First Swiss Wealth Manager Dedicated to Women and Families Are you ready for a meaningful next chapter—on your terms? At Marmot, we empower women and families to take control of their financial futures. Whether you’re an experienced relationship manager looking for a flexible, part-time role, a mother re-entering the workforce, or an early-retired finance professional ready to contribute in a new way, Marmot offers a unique opportunity to combine independence with impact. We are the first Swiss wealth manager designed by and for women, offering modern, life-aligned financial solutions through our fintech brand Marmot and our established multi-family office Marmot Invest AG. Join us as a Senior Relationship Manager & Co-Partner—with the option to work remotely, part-time, or grow into a shareholder role in a firm that values your long-term contributions, not just short-term performance. Aufgaben Onboard and and advise your own clients with empathy and expertise Understand each family’s unique needs, goals, and priorities Develop tailored investment and savings strategies aligned with Marmot’s life-goal-based philosophy Monitor portfolios and nurture client relationships with integrity and care Collaborate with our investments team to co-create offerings for women and families Help shape a new standard in wealth management—built on purpose and partnership Qualifikation 3–5+ years of experience in wealth management or private banking A loyal book of clients or strong network among female clients and/or families High emotional intelligence and clear, client-friendly communication skills Entrepreneurial mindset and structured, independent way of working Familiarity with digital tools and openness to innovation and globalization Strong academic background in finance, economics, law and marketing Fluent in German and professionally proficient in English 3v–5+ years of experience in wealth management, private banking or family office Benefits Entrepreneurial remuneration at market rates, base salary and commision based bonus on net AUM and revenues. co- partner equity share option plan to start or become 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 Why Marmot? Flexibility for real life: Part-time, hybrid, or fully remote—all possible. A team that feels like home: Supportive, inspiring colleagues with shared values. Beautiful Zurich location: Our modern Zurich-Seefeld office next to Utoquai is always open to you. Mission-driven: Help close the financial gender gap and shape the future of women’s wealth. Partner potential: Participate in our equity plan and grow with us long-term. Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to achieve financial freedom through investing.

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