Senior Relationship Manager
vor 20 Stunden
The First Swiss Wealth Manager Dedicated to Women and FamiliesAre 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.AufgabenOnboard and and advise your own clients with empathy and expertiseUnderstand each family's unique needs, goals, and prioritiesDevelop tailored investment and savings strategies aligned with Marmot's life-goal-based philosophyMonitor portfolios and nurture client relationships with integrity and careCollaborate with our investments team to co-create offerings for women and familiesHelp shape a new standard in wealth management—built on purpose and partnershipQualifikation3–5+ years of experience in wealth management or private bankingA loyal book of clients or strong network among female clients and/or familiesHigh emotional intelligence and clear, client-friendly communication skillsEntrepreneurial mindset and structured, independent way of workingFamiliarity with digital tools and openness to innovation and globalizationStrong academic background in finance, economics, law and marketingFluent in German and professionally proficient in English3v–5+ years of experience in wealth management, private banking or family officeBenefitsEntrepreneurial 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 teamFlexible Schedule with support of our helpful digital tools and staffBeautiful and efficient office in Zürich-SeefeldParental leave policyA well-paid retirement savings planLife & Disability CoverageWhy 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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Junior Relationship Manager
vor 2 Wochen
Zurich, Schweiz Albedis Vollzeit**INTRODUCTION**: FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A **JUNIOR RELATIONSHIP MANAGER** POSITION BASED IN ZURICH **ASSIGNMENT DESCRIPTION**: - Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs - **Develop your own** network for client...
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Senior Relationship Manager
vor 20 Stunden
Zurich, Schweiz Vontobel VollzeitAre you passionate about the financial world? For our Private Clients Division covering Swiss domestic clients, we are looking for a highly motivated and engaged Senior Relationship Manager.What would your role be?Develop your own client network in the region Switzerland.Act as a trusted advisor to clients and prospects by providing recommendations that...
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Junior / Associate Relationship Manager
vor 6 Stunden
Zurich, Schweiz SYZ GROUP VollzeitThe Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to learn and to contribute to the team’s success and to start a successful career as a Junior Relationship Manager. Mission - Under the supervision of a Senior Relationship Manager, develop a...
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Assistant Relationship Manager
vor 4 Wochen
Zurich, Schweiz Robert Walters Switzerland VollzeitWe are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market. Assistant Relationship Manager (Private Banking) About the role: You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include: - Client Support & Administration - Assist in day-to-day...
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Investor Relationship Manager
Vor 4 Tagen
Zurich, Schweiz WEXECUTIVE VollzeitM- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...
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Relationship Manager
Vor 2 Tagen
Zurich, Schweiz Aston Carter VollzeitAston Carter Zurich, SwitzerlandPosted 16 hours ago Permanent Not Specified - Looking for a hunter to come in with a book of experience to help bring on new clients or business opportunities. You’ll be generating leads, initiating new relationships, and expanding the client base. Their main objective is to identify and pursue...
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Assistant Relationship Manager
Vor 5 Tagen
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
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Relationship Manager
vor 2 Wochen
Zurich, Schweiz Amicum Capital AG VollzeitAmicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. The company is registered in Zurich in 2016 and controlled by its management. **Amicum Capital helps its clients to**: - manage financial investments deposited at leading Swiss banks; - finance large purchases...
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Assistant Relationship Manager
Vor 5 Tagen
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
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Assistant Relationship Manager
vor 6 Stunden
Zurich, Schweiz LHH VollzeitFor our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...
