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

Marmot Finance is a boutique Swiss wealth manager focused on empowering women to achieve financial freedom. The company specializes in tailored wealth management services for high-net-worth women and their families, emphasizing cost-effective and risk-managed investing. The internship role is designed to provide hands-on experience in various aspects of wealth management, including investment, marketing, sales, and compliance. The main day-to-day responsibilities of the intern include supporting investment processes by maintaining and curating investment portfolios. This involves ensuring that the portfolios align with the company's investment philosophy, which prioritizes diversification, cost-efficiency, market cycles, and independence. Additionally, the intern will collaborate on creating educational materials and marketing content to promote financial literacy and showcase Marmot's offerings. They will also work on marketing campaigns and lead generation initiatives, focusing on expanding outreach within the female financial ecosystem. Compliance and administrative support tasks are also part of the role, ensuring that operations run smoothly and meet regulatory requirements. The intern will participate in various projects and initiatives, working closely with team members across different departments. To qualify for this internship, candidates must be currently pursuing or have recently completed a bachelor's degree in finance, economics, business administration, or a related field. A strong interest in wealth management, investing, and building client relationships is essential. Excellent communication skills, particularly the ability to simplify complex financial topics for diverse audiences, are required. Proficiency with digital tools, including familiarity with CRM systems and investment software like Morningstar Direct, is a plus. Strong Excel skills, a proactive approach to problem-solving, and a passion for Marmot's mission to close the financial gender gap are also necessary. Fluency in English and German (C1 level) is required, and candidates must be legally eligible to live and work in Switzerland. Nice-to-have skills include familiarity with CRM systems and investment software such as Morningstar Direct. The location in Zürich-Seefeld offers a beautiful office space with hybrid working options, providing a supportive and collaborative environment. The internship is ideal for those looking to make a real impact in a mission-driven organization, with the opportunity to learn and grow in a dynamic, small team. What the role asks for: - Bachelor's degree in finance, economics, business administration, or a related field. - Strong interest in wealth management, investing, building client relationships and entrepreneurialism. - Excellent communication skills. - Proficiency with digital tools. - Strong Excel skills. - Passion for closing the financial gender gap and empowering women in wealth management. - Fluency in English. - Fluency in German (C1 level). - Legally eligible to live and work in Switzerland.