Job Description

The First Swiss Wealth Manager Dedicated to Women and Families
Are you ready for a meaningful next chapter--on your terms?
At Marmot, we empower women and families to take control of their financial futures. Whether you're an experienced relationship manager looking for a flexible, part-time role, a mother re-entering the workforce, or an early-retired finance professional ready to contribute in a new way, Marmot offers a unique opportunity to combine independence with impact.
We are the first Swiss wealth manager designed by and for women, offering modern, life-aligned financial solutions through our fintech brand Marmot and our established multi-family office Marmot Invest AG.
Join us as a Senior Relationship Manager & Co-Partner--with the option to work remotely, part-time, or grow into a shareholder role in a firm that values your long-term contributions, not just short-term performance.
Aufgaben

• Onboard and and advise your own clients with empathy and expertise
• Understand each family's unique needs, goals, and priorities
• Develop tailored investment and savings strategies aligned with Marmot's life-goal-based philosophy
• Monitor portfolios and nurture client relationships with integrity and care
• Collaborate with our investments team to co-create offerings for women and families
• Help shape a new standard in wealth management--built on purpose and partnership

Qualifikation

• 3-5+ years of experience in wealth management or private banking
• A loyal book of clients or strong network among female clients and/or families
• High emotional intelligence and clear, client-friendly communication skills
• Entrepreneurial mindset and structured, independent way of working
• Familiarity with digital tools and openness to innovation and globalization
• Strong academic background in finance, economics, law and marketing
• Fluent in German and professionally proficient in English
• 3v-5+ years of experience in wealth management, private banking or family office

Benefits

• Entrepreneurial remuneration at market rates, base salary and commision based bonus on net AUM and revenues. co- partner equity share option plan to start or become partner (ESOP based on net AUM)
• Work with a highly dedicated, talented team
• Flexible Schedule with support of our helpful digital tools and staff
• Beautiful and efficient office in Zurich-Seefeld
• Parental leave policy
• A well-paid retirement savings plan
• Life & Disability Coverage

Why Marmot?

• Flexibility for real life: Part-time, hybrid, or fully remote--all possible.
• A team that feels like home: Supportive, inspiring colleagues with shared values.
• Beautiful Zurich location: Our modern Zurich-Seefeld office next to Utoquai is always open to you.
• Mission-driven: Help close the financial gender gap and shape the future of women's wealth.
• Partner potential: Participate in our equity plan and grow with us long-term.

Marmot Investment AG
Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to achieve financial freedom through investing.

Skills Required