Senior Relationship Manager / Co-Partner at Marmot Investment AG supporting women and families in wealth management. Flexible role focusing on client relationships and personalized investment strategies.
Responsibilities
Manage your own clients and contribute to the development of Marmot
Build and maintain a client base of women, business owners and families
Provide holistic advice on asset structure, investment strategy and long-term wealth planning
Develop bespoke investment strategies aligned with our clients' life goals
Provide ongoing client servicing and relationship development with high integrity and empathy
Collaborate with our Investment and Advisory teams
Help design new services for women and families
Contribute to the development of a modern, partnership-based wealth management model
Requirements
Several years of experience in wealth management, private banking or a family office
Ideally a loyal client base and at least a very strong existing network
Strong understanding of asset structuring, portfolios, long-term financial planning and capital markets
High social skills and the ability to explain complex topics clearly
Entrepreneurial mindset and a structured way of working
Interest in digital solutions and modern advisory models
Excellent German and English language skills
Benefits
Flexible working arrangements (part-time, hybrid or partly remote possible)
Entrepreneurial compensation with a base salary and performance-related components
Opportunity to participate in the business through a co-partner or equity model
Work with a committed, interdisciplinary team
Modern office in Zurich Seefeld, close to the lake
Attractive pension and insurance benefits
Job title
Co-Partner in Wealth Management – Women and Families
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