Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting 2027

Job description

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to join a dynamic, small team at an innovative and mission-driven firm. As an intern for 3 - 6 months, you’ll gain hands-on experience across multiple facets of wealth management, including investment, marketing, sales, and compliance. This role is ideal for a highly motivated and entreprenurial individual at the beginning of their career, such as a working student or recent graduate with a passion for investing, business, and empowering women with wealth management. Tasks 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 manage…