Internship for Swiss Wealth Manager Dedicated to Women and Their Families Starting 2026

Zürich - Switzerland

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Join Marmot Finance a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families underpinned by a philosophy of cost-effective risk-managed investing focsused on life and financial goals.

This is an exciting opportunity to join a dynamic small team at an innovative and mission-driven firm. As an intern for 3 - 6 months youll gain hands-on experience across multiple facets of wealth management including investment marketing sales and compliance. This role is ideal for a highly motivated and entreprenurial individual at the beginning of their career such as a working student or recent graduate with a passion for investing business and empowering women with wealth management.

Tasks

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

Currently pursuing or recently completed a bachelors 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).
Must be legally eligible to live and work in Switzerland.
First positions in March 2026

Benefits

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. Minimun 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.

About Marmot Wealth Management
We are a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building. Marmot is a growing company built on extensive research into the needs of women in wealth management.

If youre looking for an opportunity to learn grow and make a difference wed love to hear from you!

Tasks

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

Currently pursuing or recently completed a bachelors 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).
Must be legally eligible to live and work in Switzerland.
First positions in March 2026

Benefits

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. Minimun 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.

If youre looking for an opportunity to learn grow and make a difference wed love to hear from you!