Wealth Management Intern: Empowering Women in Zurich

Marmot Investment AG; Zürich; Hybrid; Vertraulich; Full time

Benefits offered by this job

Supportive and collaborative environment

Exposure to multiple aspects of wealth management

Flexible working arrangements

Beautiful office in Zürich

Opportunity to make a real impact

Job summary

A Swiss boutique wealth manager is seeking an intern for 3-6 months to support various aspects of wealth management. The intern will assist in investment process maintenance, engage clients, create content, and support compliance. This role is perfect for recent graduates interested in wealth management, financial literacy, and empowering women in finance. The internship offers flexible working arrangements in a collaborative environment with a dynamic team, and the chance to make a positive impact while gaining valuable experience.

Qualifications

• Currently pursuing or recently completed a bachelor's degree.
• Strong interest in wealth management and building client relationships.
• Eagerness to learn and attention to detail.

Responsibilities

• Assist in maintaining and curating investment portfolios.
• Collaborate on creating educational materials and marketing content.
• Work on marketing campaigns to attract prospective clients.
• Assist with compliance-related tasks.
• Participate in various projects within a dynamic team.

Skills

Fluent in English

German (C1)

Excellent communication skills

Proficiency with digital tools

Strong Excel skills

Education

Bachelor’s degree in finance, economics, business administration, or related field

Tools

CRM systems

Investment software such as Morningstar Direct

Job description

A Swiss boutique wealth manager is seeking an intern for 3-6 months to support various aspects of wealth management. The intern will assist in investment process maintenance, engage clients, create content, and support compliance. This role is perfect for recent graduates interested in wealth management, financial literacy, and empowering women in finance. The internship offers flexible working arrangements in a collaborative environment with a dynamic team, and the chance to make a positive impact while gaining valuable experience.