Hybrid Intern – Wealth Management for Women and Their Families

at Marmot - where women and families invest.

• Job title: Intern – Wealth Management for Women and Their Families
• Job type: Internship
• Experience level: Entry level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Zurich, Switzerland

About the role

• Internship at Marmot Investment AG, a boutique Swiss wealth manager for women. Gaining experience in wealth management, investment, and client engagement.

Responsibilities

• 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.

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.