We are hiring a Private Wealth Manager for Carrick Athena to join our team. Mid-career level with 4-6 years of experience in Sales and Financial Services. Market-related remuneration.

 

Carrick Athena is a female-focused initiative within Carrick Wealth led by Managing Director, Samantha Bowen. It's designed as a unique space for women in wealth management - by women for women, and dedicated on reshaping how women engage with financial planning throughout their lives.

Job Title: Private Wealth Manager - Athena

Report to: Samantha Bowen

Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent

Duties and Responsibilities:

• Sales:
  • Contacting potential clients and setting up initial meetings.
  • Identify and pursue new business opportunities through lead generation, prospecting, and networking.
  • Build and maintain strong relationships with key clients and stakeholders.
  • Promoting and selling financial products to meet sales targets.
  • Design product functionality with reference to available solutions.
    
    
• Client Servicing:
  • Contact clients regularly to determine changes in financial circumstances.
  • Ensure exceptional client servicing and address inquiries effectively.
  • Conduct regular reviews with key clients to assess satisfaction levels.
  • Review and respond to clients' changing needs and financial circumstances.
    
    
• Financial Planning:
  • Provide unbiased and professional financial advice to clients.
  • Recommend solutions to help clients meet their financial objectives.
  • Protect, secure and grow clients' wealth.
  • Research available investment opportunities.
    
    
• Risk Management:
  • Complete client risk analyses.
  • Act within regulatory requirements.
    
    
• General:
  • Honour all meetings and engagements.
  • Keep up to date with financial products and legislation.
  • Continued study and development with accredited institutions.

Key Skills Required:

• Strong customer focus with a client-centric mindset
• Excellent communication and interpersonal skills
• High level of ethical conduct and regulatory compliance awareness
• Proven ability in relationship building and influencing stakeholders
• Solid financial planning and advisory expertise
• Demonstrated sales and business development capability

Minimum Qualifications & Experience:

• Matric (essential)
• 5–10 years’ experience within the financial services industry
• 5–7 years’ experience in Wealth Management (advantageous)
• Regulatory Representative Certification (RE5)
• Relevant tertiary qualification (CFP, CA(SA), CFA or similar)
• Background in Finance, Accounting, or Legal fields preferred

Remuneration:

Market Related - For more information please contact: Robert Best - [email protected]

For more information please contact: