Marmot Investment
Independent wealth management and investment advice for women and families in Switzerland
Highlights
- Hiring2 open roles
- New on EvolcAdded 2026-10-29
- Remote-friendly2 of 2 open roles remote or hybrid
About Marmot Investment
Marmot Finance is a regulated independent wealth manager based in Zurich. It describes itself as the first FINMA-accredited wealth manager focused specifically on women and families in Switzerland. Services include wealth management with personal wealth managers, digital tools for setting financial goals and assessing portfolios, financial coaching, educational webinars and community events.
Clients are women and families in Switzerland, with some clients in other European countries. Clients pay an annual management fee on invested assets. Plans are tiered by investment size, starting from 10,000 CHF, 100,000 CHF and 1 million CHF, with fees that decrease for larger portfolios.
The company reports supporting over 350 women and providing advisory services on assets exceeding 1 billion CHF for over 10 years. It serves clients across Switzerland, with a focus on Zurich, Zug, Lucerne, Basel, Geneva and Lausanne. Current job postings are for an internship and a co-partner position for a Swiss wealth manager in Zurich.
Product: Wealth management plans (Easy, Premium, Select) with ETF and fund portfolios, plus online goal-setting and portfolio check tools.
Jobs at Marmot Investment (2)
Marmot Investment is hiring for 2 roles in customer support and finance, based in Zurich.
Co-Partnerin für Schweizer Wealth Manager Marmot für Frauen und Familien gesucht
New on EvolcRemote-friendlyInternship for Swiss Wealth Manager Dedicated to Women and Their Families - Starting 2027
New on EvolcRemote-friendly
Companies hiring like Marmot Investment
Leadership
- Tom Kümmeke · Co-Founder/ Board of DirectorsSource: company website
- Martin Bürki · Co-Founder/CEOSource: company website
- Sophie Steinmann · Chief Market OfficerSource: company website
- Georgia von Gleichen · Head of Business DevelopmentSource: company website
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