Career advancement for young women, Professional networking tips for women, Leadership skills for young professionals, Job search strategies for women, Tips to succeed in the workplace Jobs in Iasid
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Career advancement for young women, Professional networking tips for women, Leadership skills for young professionals, Job search strategies for women, Tips to succeed in the workplace • Iasid
Senior Relationship Manager / Co-Partner for Swiss wealth manager serving women and families
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PhysioMatchLucerne, SwitzerlandSenior Relationship Manager / Co-Partner for Swiss wealth manager serving women and families
Marmot Investment AGZürich, Zurich, Switzerland- Quick Apply
If you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families.
Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We support you in this journey in our flexible and women-focussed platform Marmot, with our digital fintech brand Marmot and our established Multi-Family-Office Brand Marmot Invest AG.
Next to onboarding and advising your clients, you will have the opportunity to shape our new offering for our female clients and their families, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s life-goal-based investment philosophy.
Tasks
- Onboard and grow a book of clients through dedicated relationship management and nurturing
- Develop a thorough understanding of each of your client’s needs, goals, and financial status in order to guide them based on Marmot’s investment philosophy
- Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
- Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Marmot and their investing strategy
- Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry
- Stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services
Requirements
Benefits
We are looking forward to connecting and hearing from you!
Marmot is a Swiss wealth manager dedicated to serving women. We empower and inspire women to achieve financial freedom through investing.