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

Marmot Finance is a boutique Swiss wealth manager that focuses exclusively on high‑net‑worth women and their families. The firm's purpose is to empower women to achieve financial independence through cost‑effective, risk‑aware investing that aligns with personal life goals. The internship, lasting three to six months, offers a hands‑on introduction to the full spectrum of wealth‑management activities. You will help maintain and curate investment portfolios, making sure they reflect the company's diversification and cost‑efficiency principles. In parallel, you will co‑create educational and marketing material that raises financial literacy and showcases the firm's services. The role also involves supporting lead‑generation campaigns aimed at expanding the network of female clients, as well as assisting the compliance team with routine regulatory tasks. Throughout, you will work closely with colleagues from investment, marketing and operations on various short‑term projects. Ideal candidates are currently studying or have just finished a bachelor's programme in finance, economics, business administration or a closely related discipline. A genuine enthusiasm for wealth management, investing and building client relationships is essential, together with the ability to communicate complex financial concepts in clear language. Strong Excel competence and a proactive, detail‑oriented mindset are required. Fluency in English and German at C1 level is mandatory, as is the legal right to reside and work in Switzerland. The position starts in January 2027, with quarterly start dates thereafter. The placement provides a collaborative atmosphere within a small, mission‑driven team and flexible working options that can be adapted to study schedules. You will work from a modern office in Zürich‑Seefeld while also benefiting from hybrid‑work possibilities. Exposure to investment, marketing and compliance functions will give you a comprehensive view of the industry, and you will have the chance to make a tangible impact on closing the financial gender gap. What the role asks for: - Bachelor's degree in finance, economics, business or related field - Strong interest in wealth management and client relationships - Excellent communication, simplify complex finance - Advanced Excel skills - Fluent English - German C1 level - Legal right to work in Switzerland - Availability from January 2027 - Experience with CRM systems (nice-to-have) - Knowledge of Morningstar Direct (nice-to-have)