Internship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting 2027
HybridZürich, Zurich, Switzerland
Job Summary
Support investment processes by assisting in maintaining and curating portfolios aligned with diversification and cost-efficiency principles. Collaborate on creating educational materials and marketing content to promote financial literacy and showcase offerings. Work on campaigns and initiatives to attract prospective clients within the female financial ecosystem while assisting with compliance-related tasks. Participate in various projects and initiatives, working closely with team members across investment, marketing, and operations. This internship runs for 3–6 months starting January 2027 with quarterly starts, offering flexible working arrangements for students.
Required Qualifications
- Currently pursuing or recently completed a bachelor's degree in finance, economics, business administration, or a related field
- A strong interest in wealth management, investing, building client relationships and entrepreneurialism
- Excellent communication skills and the ability to simplify complex financial topics for diverse audiences
- Strong Excel skills
- Eagerness to learn, attention to detail, and a proactive approach to problem-solving
- Passion for our mission to close the financial gender gap and empower women in wealth management
- Fluent in English
- German (C1)
- Must be legally eligible to live and work in Switzerland
Desired Qualifications
- Familiarity with CRM systems and investment software such as Morningstar Direct
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