Marmot - where women and families invest.

Senior Relationship Manager / Co-Partner (Part-Time/ Partly Remote Possible)

Posted: 4 days ago

Job Description

The First Swiss Wealth Manager Dedicated to Women and FamiliesAre 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.AufgabenOnboard and and advise your own clients with empathy and expertiseUnderstand each family’s unique needs, goals, and prioritiesDevelop tailored investment and savings strategies aligned with Marmot’s life-goal-based philosophyMonitor portfolios and nurture client relationships with integrity and careCollaborate with our investments team to co-create offerings for women and familiesHelp shape a new standard in wealth management—built on purpose and partnershipQualifikation3–5+ years of experience in wealth management or private bankingA loyal book of clients or strong network among female clients and/or familiesHigh emotional intelligence and clear, client-friendly communication skillsEntrepreneurial mindset and structured, independent way of workingFamiliarity with digital tools and openness to innovation and globalizationStrong academic background in finance, economics, law and marketingFluent in German and professionally proficient in English3v–5+ years of experience in wealth management, private banking or family officeBenefitsEntrepreneurial remuneration at market rates, base salary and commision 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 teamFlexible Schedule with support of our helpful digital tools and staffBeautiful and efficient office in Zürich-SeefeldParental leave policyA well-paid retirement savings planLife & Disability CoverageWhy 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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