Senior Relationship Manager

vor 1 Tag

Zürich, Zürich, Schweiz Marmot - where women and families invest. 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.

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