Co-founder / Head Clients for Swiss Wealth Manager

Vor 4 Tagen

Zurich, Schweiz Marmot Invest AG Vollzeit

Marmot is a fast-growing consumer fintech company. As Co-Founder / Head Client Business at Marmot, you will have the opportunity to grow our client base of mostly female clients, working closely with the other team and other co-founders.

Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to nurture financial freedom through wealth management and community building. We care deeply for each client’s individual aspirations and help them achieve their financial life goals.

The minimum investment amount is currently CHF 10’000 for our digital-focussed offering, but we also grow our wealth management offering for clients above CHF 100'000. As a regulated independent financial institution, we work with a handful of banks as custodians with institutional fees and established access.

Our new innovative women-first products were built based on hundreds of hours of research into what women are looking for. Marmot is able to serve clients living in Switzerland, and via reverse solicitation in Germany and Austria and elsewhere in Europe.

Tasks
- You will oversee our client’s needs, goals, and financial status in order to guide and advise them based on Marmot’s investment philosophy
- You will execute and fine-tune the go-to-market strategy and be the head of sales and client department
- You will be responsible for the growth of our new product offerings and sales team development and sales numbers
- You will assist in building the product of the first regulated female wealth manager in Europe, making the finance industry more diverse

**Requirements**:

- Minimum 5-10 years experience and demonstrated track record of success in building your own client book or in responsible functions in wealth management or fintech
- 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
- Bilingual / Proficient in English and German a Must
- A keen sense of resourcefulness and ability to implement efficient processes in a yet untapped environment as a lean start-up
- Openness to adapt to new technology and experience with digital tools
- Strong educational background, with connection to finance and business
- You are comfortable with being in the spotlight and in front of an audience
- Passion for our social mission to close financial gender gaps
- Working Permit in Switzerland (minimum B-Permit) or EU-citizenship

**Benefits**:

- Entrepreneurial remuneration package including considerable equity package (vested)
- Work with a highly dedicated and diverse team
- Flexible schedule with the 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 connect with you and to get to know you

  • Investment Intern for Swiss Wealth Manager

    vor 2 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

  • Wealth Management Client Account Manager

    vor 2 Wochen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 250816BR **City** Zürich **Job Type** Full Time **Your role** Are you looking for a challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story and create...

  • Wealth Advisor

    vor 2 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    As a wealth advisor at Marmot, you will have the opportunity to shape our new offering for our female clients, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s lifegoal-based investment philosophy. You believe that effective and happy investing can be achieved...

  • Head of Finance, Wealth and Asset Management

    vor 2 Wochen

    Zurich, Schweiz AP Executive Vollzeit

    Location: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 8 hours ago AP Executive are currently looking for a Head of Finance to join one of the largest Swiss Wealth and Asset Management company's based in Zurich. The company has a well-known name with an excellent success track record for over 30 years and is based in several...

  • Co-founder & Coo

    vor 2 Wochen

    Zurich, Schweiz FAIR VC Vollzeit

    About us FAIR VC is all about founder-led venture capital. We are a dynamic early-stage fund and company builder dedicated to supporting ambitious founders. We're on a mission to deliver fair, flexible funding and unmatched mentorship and resources. Our aim? To turn groundbreaking ideas into prosperous businesses. Our mantra? From founders, for founders....

  • International Private Bank, Vice President, Client Advisor, Swiss Market

    vor 2 Wochen

    Zurich, Schweiz JPMorgan Chase & Co. Vollzeit

    This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...

  • International Private Bank, Vice President, Client Advisor, Swiss Market

    vor 1 Woche

    Zurich, Schweiz JPMorgan Chase & Co. Vollzeit

    This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...

  • Client Account Manager Wealth Management Uhnw

    vor 2 Wochen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 248320BR **City** Zürich **Job Type** Full Time, Part Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do"...

  • Wealth Management Client Account Manager

    vor 2 Wochen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 260482BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership, and make things happen? Are you...

  • Client Account Manager Global Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland, Switzerland - Zürich, United Kingdom Business management, administration and support Group Functions **Job Reference #** 252783BR **City** Carouge, London, Zürich **Job Type** Full Time, Part Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a...