Vor 8 Tagen veröffentlicht

Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting August 2025

Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting August 2025

Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting August 2025

Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting August 2025

Marmot Investment AG

Finanzdienstleistungen

Zürich

  • Verifizierte Job-Anzeige
  • Art der Anstellung: Studierende
  • Hybrid

Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting August 2025

Passt der Job zu Dir?

Mit einem XING Profil siehst Du gleich, welche Deiner Fähigkeiten und Wünsche konkret zum Job passen. Damit Du Dich nicht nur im Home-Office wie zuhause fühlst.

Jetzt anmelden und herausfinden

Über diesen Job

Intro

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, you’ll 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 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).
  • 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.

Closing

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 you’re looking for an opportunity to learn, grow, and make a difference, we’d love to hear from you!

Unternehmens-Details

company logo

Marmot Investment AG

Finanzdienstleistungen

11-50 Mitarbeitende

Zürich, Schweiz

Wir benachrichtigen Dich gern über ähnliche Jobs in Zürich:

Ähnliche Jobs

Internship - Financial Services - EY Parthenon - Strategy & Transaction Execution

Zürich

SIGMA7 GmbH

Vor 4 Tagen veröffentlicht

Internship - Financial Services - EY Parthenon - Strategy & Transaction Execution

Zürich

SIGMA7 GmbH

Vor 4 Tagen veröffentlicht

Internship - Private Wealth Europe

Baar

Partners Group AG

Vor 6 Tagen veröffentlicht

Internship - Private Wealth Europe

Baar

Partners Group AG

Vor 6 Tagen veröffentlicht

Praktikum in der Wirtschaftsprüfung per Herbst 2025 im Bereich Financial Services

Zürich

SIGMA7 GmbH

Vor über 30 Tagen veröffentlicht

Praktikum in der Wirtschaftsprüfung per Herbst 2025 im Bereich Financial Services

Zürich

SIGMA7 GmbH

Vor über 30 Tagen veröffentlicht

Praktikant Risk Advisory Services/Unternehmensberatung (w/m/d) 60-100% für 3 bis 6 Monate

Zürich

BDO AG

Vor 11 Tagen veröffentlicht

Praktikant Risk Advisory Services/Unternehmensberatung (w/m/d) 60-100% für 3 bis 6 Monate

Zürich

BDO AG

Vor 11 Tagen veröffentlicht

Praktikant Risk Advisory Services/Unternehmensberatung (w/m/d) 60-100% für 3-6 Monate

Zürich

BDO AG

Vor 17 Tagen veröffentlicht

Praktikant Risk Advisory Services/Unternehmensberatung (w/m/d) 60-100% für 3-6 Monate

Zürich

BDO AG

Vor 17 Tagen veröffentlicht

Praktikum als Fellow Consultant (w/m/d) mit Schwerpunkt Industries – Standort Zürich

Zürich

HORVÁTH & PARTNERS

Vor über 30 Tagen veröffentlicht

Praktikum als Fellow Consultant (w/m/d) mit Schwerpunkt Industries – Standort Zürich

Zürich

HORVÁTH & PARTNERS

Vor über 30 Tagen veröffentlicht

Praktikum als Fellow Consultant (w/m/d) Controlling & Finance – Standort Zürich

Zürich

HORVÁTH & PARTNERS

Vor über 30 Tagen veröffentlicht

Praktikum als Fellow Consultant (w/m/d) Controlling & Finance – Standort Zürich

Zürich

HORVÁTH & PARTNERS

Vor über 30 Tagen veröffentlicht

Spannendes Praktikum in einem Finanz-Startup (mind. 6 Monate) 80-100%

Zürich

Crowd4Cash

22.000 CHF24.000 CHF

Vor über 30 Tagen veröffentlicht

Spannendes Praktikum in einem Finanz-Startup (mind. 6 Monate) 80-100%

Zürich

Crowd4Cash

22.000 CHF24.000 CHF

Vor über 30 Tagen veröffentlicht

Praktikum Business Development & Customer Success

Winterthur

eduwo.ch

Vor über 30 Tagen veröffentlicht

Praktikum Business Development & Customer Success

Winterthur

eduwo.ch

Vor über 30 Tagen veröffentlicht