Intern Wealth Management for Switzerland's #1 women wealth manager (part or full time)

Marmot Finance in Zurich area




Finance and Insurance
other, Internship

Offering Equity


About This Position: As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our newly started Private Wealth Management and Investments teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s goal-based investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk through diversification, and not only by market timing or chasing alpha. You will support to develop and maintain ongoing partnerships with a range of clients through regular, meaningful contact as part of our Private Wealth Management services offering to high net worth individuals. Responsibilities Support in creating an awesome product, creating great content for blog and social media Developing different lead magnets for attracting and targeting our clientele Expand our network to female portfolio managers in collaboration with our investment team Support in monitoring portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Marmot and their investing strategy Support our growth of new product offerings and team development as Marmot scales Working on partnership with great inspiring brands that fit to our mission. Requirements Minimum 2 years experience and demonstrated track record of success in building your own book of business in financial advisory relationship management for female clients preferred 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 Intellectual curiosity, a deep desire to solve problems, and an 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 an yet untapped environment Openness to adapt to new technology and experience with digital tools Strong educational background, with connection to finance and business Passion for our women-oriented mission to close financial gender gaps About Marmot Marmot is a mission-driven digital-first investment platform, built by women for women. Its goal is to get more money in the hands of women, by closing the gender money gaps (because nothing ugly happens when women have more money), but we welcome clients of all gender identities and expressions. 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 was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital investing platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your pre-ed goals. Marmot is only able to serve clients living in Switzerland, and via reverse solicitation in Germany and Austria. Some Benefits of Working at Marmot: 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

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