Internship – Wealth Manager, Women and Families

Marmot - where women and families invest.

Internship in a Swiss wealth manager focused on empowering women. Supporting investment processes, client engagement, and compliance tasks in a dynamic team environment.

Posted 4/22/2026internshipZürich • 🇨🇭 SwitzerlandEntry LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Currently pursuing or recently completed a bachelor’s 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 problem-solving.
Passion for our mission to close the financial gender gap and empower women in wealth management.
Fluent in English (required); German (C1) (required).

Benefits

Comp & perks

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.
Minimum full time period 3 months, or longer if part-time next to studies.
A beautiful office space in Zürich-Seefeld and hybrid working options.
The chance to make a real impact in a mission-driven organization.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financeeconomicsbusiness administrationwealth managementinvestingExcelCRM systemsinvestment softwareMorningstar Direct

Soft Skills

communication skillsproblem-solvingattention to detailproactive approachclient relationship buildingentrepreneurialismsimplifying complex topicscollaboration