About the role

  • 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

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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