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

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 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

Benefits

Why Marmot?

Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to achieve financial freedom through investing.