The First Swiss Wealth Manager Dedicated to Women and Families
Are you ready for a meaningful next chapter—on your terms?
At Marmot, we empower women and families to take control of their financial futures. Whether you’re an experienced relationship manager looking for a flexible, part-time role, a mother re-entering the workforce, or an early-retired finance professional ready to contribute in a new way, Marmot offers a unique opportunity to combine independence with impact.
We are the first Swiss wealth manager designed by and for women, offering modern, life-aligned financial solutions through our fintech brand Marmot and our established multi-family office Marmot Invest AG.
Join us as a Senior Relationship Manager & Co-Partner—with the option to work remotely, part-time, or grow into a shareholder role in a firm that values your long-term contributions, not just short-term performance.
Aufgaben
* Onboard and advise your own clients with empathy and expertise
* Understand each family’s unique needs, goals, and priorities
* Develop tailored investment and savings strategies aligned with Marmot’s life-goal-based philosophy
* Monitor portfolios and nurture client relationships with integrity and care
* Collaborate with our investments team to co-create offerings for women and families
* Help shape a new standard in wealth management—built on purpose and partnership
Qualifikation
* 3–5+ years of experience in wealth management or private banking
* A loyal book of clients or strong network among female clients and/or families
* High emotional intelligence and clear, client-friendly communication skills
* Entrepreneurial mindset and structured, independent way of working
* Familiarity with digital tools and openness to innovation and globalization
* Strong academic background in finance, economics, law and marketing
* Fluent in German and professionally proficient in English
Benefits
* Entrepreneurial remuneration at market rates, base salary and commission-based bonus on net AUM and revenues. Co-partner equity share option plan to start or become partner (ESOP based on net AUM)
* Work with a highly dedicated, talented team
* Flexible Schedule with support of our helpful digital tools and staff
* Beautiful and efficient office in Zürich-Seefeld
* Parental leave policy
* A well-paid retirement savings plan
* Life & Disability Coverage
Why Marmot?
* Flexibility for real life: Part-time, hybrid, or fully remote—all possible.
* A team that feels like home: Supportive, inspiring colleagues with shared values.
* Beautiful Zurich location: Our modern Zurich-Seefeld office next to Utoquai is always open to you.
* Mission-driven: Help close the financial gender gap and shape the future of women’s wealth.
* Partner potential: Participate in our equity plan and grow with us long-term.
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