Marmot - where women and families invest.

Manager

• Support Investment Processes: Assist in maintaining and curating investment portfolios, ensuring alignment with our investment philosophy of diversification, cost-efficiency, market-cycles 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 compliance-related 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.

Intern – Swiss Wealth Management, Women and Families

Internship – Wealth Manager, Women and Families

• Build and manage your own client base of women, entrepreneurs and families
• Provide holistic advice on asset structure, investment strategy and long-term wealth planning
• Develop bespoke investment strategies aligned with the life goals of our clients and their families
• Provide ongoing support and nurture client relationships with high integrity and empathy
• Collaborate with our Investment and Advisory team
• Help design new offerings for women and families
• Contribute to building a modern, partnership-based wealth management model

Intern – Swiss Wealth Management, Women and Families

Internship – Wealth Manager, Women and Families

Co-Partner – Swiss Wealth Manager for Women and Families