Co-Partner – Swiss Wealth Manager for Women and Families

Marmot - where women and families invest.

Senior Relationship Manager for women-focused wealth management at Marmot Investment AG, guiding clients in financial planning and investment strategies. Engaging with clients to ensure personalized wealth growth and stability.

Posted 4/12/2026part-timeZürich • 🇨🇭 SwitzerlandMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementprivate bankingasset structuringfinancial planningcapital marketsinvestment strategyportfolio managementdigital solutionsadvisory models

Soft Skills

client relationship managementempathysocial competencecommunicationentrepreneurial mindsetstructured workingcollaboration