Co-Partnerin für Schweizer Wealth Manager Marmot für Frauen und Familien gesucht

Manage a dedicated client base of women, entrepreneurs, and families by delivering holistic advisory on wealth structure, investment strategy, and long-term financial planning. Develop individual asset allocation strategies aligned with clients' life goals while maintaining high-integrity relationships through the Marmot Investment Office structure. Collaborate with the investment and advisory team to co-create new offerings that support women and families in achieving financial independence. Contribute to building a modern, partner-based wealth management model within a multi-family office framework.