Aktuelle Jobs im Zusammenhang mit Investment Intern for Swiss Wealth Manager - Zurich - Marmot Invest AG
-
Investment Advisor, Wealth, Latam
vor 2 Wochen
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
-
Zurich, Schweiz Marmot Invest AG VollzeitMarmot 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...
-
Wealth Advisor
vor 2 Wochen
Zurich, Schweiz Marmot Invest AG VollzeitAs 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...
-
Investment Manager, Vp
Vor 5 Tagen
Zurich, Schweiz Deutsche Bank Vollzeit**OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...
-
Product Manager Pillar 1e
vor 1 Tag
Zurich, Schweiz True Wealth VollzeitTrue Wealth is the Swiss pioneer in online wealth management. Already over 20,000 clients entrust their assets to our investment solution and we are constantly developing our platform to make investing even simpler, transparent and more cost effective. We pass on the advantages of digitalisation to our customers, enabling them to invest, and provide for...
-
Intern - Wealth Planning
vor 2 Wochen
Zurich, Schweiz EFG Bank AG VollzeitIntern - Wealth Planning Job Description Our Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an...
-
German Speaking Project Manager
vor 2 Wochen
Zurich, Schweiz iET SA VollzeitFor a longer-term project at our client‘s site (home office possible within Switzerland), an international insurance company based in Zurich, we are looking for an experienced German Speaking Project Manager - Digital Wealth Platform In this exciting role, you will work with an innovative team focused on the digitalization and optimization of tools and...
-
Investment Controller Wealth Management
Vor 7 Tagen
Zurich, Schweiz Vontobel VollzeitYour opportunity Entwicklung neuer Kontrollmechanismen Weiterentwicklung des Management Reportings Tableau, Prozessmodellierung und Datenanalyse Unterhalt und Weiterentwicklung der Kontroll - & Reportingplattformen Parametrisierung der Anlagerestriktionen für die periodische Überwachung der Vermögensverwaltungsmandate Analyse / Verifizierung der...
-
Dach Team Rm Avp Swiss
vor 1 Tag
Zurich, Schweiz Deutsche Bank Vollzeit**OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...
-
Wealth Management Client Account Manager
vor 2 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - 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...
Investment Intern for Swiss Wealth Manager
vor 2 Wochen
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 risk-minimized investing through diversification over market timing or the pursuit of alpha alone. In this dynamic role, you'll be instrumental in shaping our offerings, working intimately with our investment teams to craft solutions that resonate with our clients' unique needs and aspirations.
Your responsibilities will include curating and maintaining model portfolios, ensuring they align with our clients’ financial goals and risk tolerance, and conducting periodic reviews to keep clients connected and informed about their investment strategies.
Aufgaben
- Develop and Maintain Model Portfolios: Work closely with 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.
Qualifikation
- 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 with 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 requested, German is a plus
**Benefits**:
- Work with a highly dedicated, talented team
- Flexible schedule with the support of our helpful digital tools and staff
- Beautiful and efficient office in Zürich-Seefeld
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 individual client’s personal aspirations and help them achieve their financial life goals.
It was built based on hundreds of hours of research into what women are looking for and is a fast growing consumer fintech company. Marmot is for now only able to serve clients living in Switzerland, and via reverse solicitation to clients in Europe.
