Internship for Swiss Wealth Manager Dedicated to Women and Their Families
Internship for Swiss Wealth Manager Dedicated to Women and Their Families
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Join Marmot Finance a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to highnetworth women and their families underpinned by a philosophy of costeffective riskmanaged investing focsused on life and financial goals.
This is an exciting opportunity to join a dynamic small team at an innovative and missiondriven firm. As an intern youll gain handson experience across multiple facets of wealth management including investment marketing sales and compliance. This role is ideal for a highly motivated and entreprenurial individual at the beginning of their career such as a working student or recent graduate with a passion for investing business and empowering women with wealth management.
Tasks
- Support Investment Processes: Assist in maintaining and curating investment portfolios ensuring alignment with our investment philosophy of diversification costefficiency marketcycles and independence.
- Client Engagement and Content Creation: Collaborate on creating educational materials and marketing content that promote financial literacy and showcase our offerings.
- Marketing and Lead Generation: Work on campaigns and initiatives and help create engaging content that attracts prospective clients with a focus on expanding our outreach within the female financial ecosystem.
- Compliance and Administrative Support: Assist with compliancerelated tasks to ensure our operations run smoothly and meet regulatory requirements.
- Dynamic Team Collaboration: Participate in various projects and initiatives working closely with team members across investment marketing and operations.
Requirements
- Currently pursuing or recently completed a bachelors degree in finance economics business administration or a related field.
- A strong interest in wealth management investing building client relationships and entrepreneurialism.
- Excellent communication skills and the ability to simplify complex financial topics for diverse audiences.
- Proficiency with digital tools; familiarity with CRM systems and investment software such as Morningstar Direct is a plus.
- Strong Excel skills
- Eagerness to learn attention to detail and a proactive approach to problemsolving.
- Passion for our mission to close the financial gender gap and empower women in wealth management.
- Fluent in English (required); German is highly desirable (C1).
- Must be legally eligible to live and work in Switzerland.
Benefits
- A supportive collaborative environment within a small dedicated team.
- Exposure to multiple aspects of wealth management from investment to compliance.
- Flexible working arrangements to accommodate studies or personal needs.
- A beautiful office space in ZrichSeefeld and hybrid working options.
- The chance to make a real impact in a missiondriven organization.
About Marmot Wealth Management
We are a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building. Marmot is a growing company built on extensive research into the needs of women in wealth management.
If youre looking for an opportunity to learn grow and make a difference wed love to hear from you!
Employment Type
Full Time
