swiss marmot ag seeks an intern in Zürich to support a boutique wealth management firm focused on empowering women and their families through tailored financial strategies.
This internship, lasting between three and six months, offers a chance to work within a specialized team dedicated to high-net-worth women. The role provides exposure to various facets of the business, including investment management, marketing, and operational support, within a supportive and collaborative environment.
Responsibilities
- Help maintain and curate investment portfolios.
- Develop educational resources and marketing materials.
- Support campaigns designed to attract new clients.
- Assist with compliance-related duties.
- Contribute to cross-functional projects spanning investment, marketing, and operations.
Requirements
- Currently enrolled in or recently graduated with a bachelor’s degree in finance, economics, business administration, or a related discipline.
- Fluent proficiency in English.
- German language skills at C1 level.
- Legal eligibility to live and work in Switzerland.
- Strong proficiency in Microsoft Excel.
Nice to have
- Experience with CRM systems and investment platforms like Morningstar Direct.
What the company offers
- A supportive and collaborative atmosphere within a small, dedicated team.
- Broad exposure to different areas of wealth management.
- Flexible working arrangements and hybrid options.
- Access to a beautiful office space in Zürich-Seefeld.
About the company
swiss marmot ag is a growing boutique firm built on extensive research into the specific needs of women in wealth management. The company focuses on cost-effective, risk-managed investing aligned with life and financial goals, aiming to empower women to achieve financial freedom through tailored services and community building.
- Philosophy centered on cost-effective, risk-managed investing.
- Mission to empower women to achieve financial freedom.
- Focus on community building and tailored wealth management.
Quelle: öffentlich zugängliche Karriereseite des Arbeitgebers. Batchly ist nicht der Arbeitgeber und steht nicht notwendigerweise in einem Vertragsverhältnis mit dem Unternehmen.