Senior Relationship Manager

Vor 4 Tagen

Zürich, Zürich, Schweiz Marmot Investment AG Vollzeit CHF 100'000 - CHF 200'000 pro Jahr

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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