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
- 3–5+ years of experience in wealth management or private banking
- A loyal book of clients or strong network among female clients and/or families
- High emotional intelligence and clear, client-friendly communication skills
- Entrepreneurial mindset and structured, independent way of working
- Familiarity with digital tools and openness to innovation and globalization
- Strong academic background in finance, economics, law and marketing
- Fluent in German and professionally proficient in English
- 3v–5+ years of experience in wealth management, private banking or family office
- Entrepreneurial remuneration at market rates, base salary and commision based bonus on net AUM and revenues. co- partner equity share option plan to start or become partner (ESOP based on net AUM)
- Work with a highly dedicated, talented team
- Flexible Schedule with support of our helpful digital tools and staff
- Beautiful and efficient office in Zürich-Seefeld
- Parental leave policy
- A well-paid retirement savings plan
- Life & Disability Coverage
- Flexibility for real life: Part-time, hybrid, or fully remote—all possible.
- A team that feels like home: Supportive, inspiring colleagues with shared values.
- Beautiful Zurich location: Our modern Zurich-Seefeld office next to Utoquai is always open to you.
- Mission-driven: Help close the financial gender gap and shape the future of women’s wealth.
- Partner potential: Participate in our equity plan and grow with us long-term.