Intern – Swiss Wealth Management, Women and Families

Responsibilities

• Support Investment Processes:
  Assist in maintaining and curating investment portfolios, ensuring alignment with our investment philosophy of diversification, cost‑efficiency, market cycles, and independence.
• Client Engagement and Content Creation:
  Collaborate on creating educational materials and marketing content that promote financial literacy and showcase our offerings.
• Marketing and Lead Generation:
  Work on campaigns and initiatives and help create engaging content that attracts prospective clients, focusing on expanding outreach within the female financial ecosystem.
• Compliance and Administrative Support:
  Assist with compliance‑related tasks to ensure our operations run smoothly and meet regulatory requirements.
• Dynamic Team
  
  Collaboration:
  
  Participate in various projects and initiatives, working closely with team members across investment, marketing, and operations.

• 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.
• Proficiency with digital tools; familiarity with CRM systems and investment software such as Morningstar Direct is a plus.
• 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 (required);
  German (C1) (required).

• Finance
• Economics
• Business administration
• Wealth management
• Investing
• Excel
• CRM systems
• Investment software
• Morningstar Direct

• Communication skills
• Problem‑solving
• Attention to detail
• Proactive approach
• Client relationship building
• Entrepreneurialism
• Simplifying complex topics
• Collaboration