Marmot - where women and families invest.

Co-Partner – Swiss Wealth Manager for Women and Families

Marmot - where women and families invest.

part-time

Posted on:

Location Type: Hybrid

Location: Zürich • Switzerland

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About the role

  • 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

Requirements

  • Several years of experience in wealth management, private banking or a family office
  • Ideally a loyal client base and at least a strong existing network
  • Excellent understanding of asset structuring, portfolios, long-term financial planning and capital markets
  • High social competence and the ability to explain complex topics clearly
  • Entrepreneurial mindset and a structured way of working
  • Interest in digital solutions and modern advisory models
  • Excellent German and English skills
Benefits
  • Flexible working models (part-time, hybrid or partly remote possible)
  • Entrepreneurial compensation with a fixed salary and performance-related components
  • Opportunity to participate in company ownership through a co-partner or equity model
  • Collaboration with a committed, interdisciplinary team
  • Modern work environment in Zurich’s Seefeld district close to the lake
  • Attractive pension and insurance benefits
  • Our work has a real societal impact
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementprivate bankingasset structuringfinancial planningcapital marketsinvestment strategyportfolio managementdigital solutionsadvisory models
Soft Skills
client relationship managementempathysocial competencecommunicationentrepreneurial mindsetstructured workingcollaboration