Are you a confident communicator with a passion for engaging people and building relationships? Carrick - Athena is looking for a driven and ambitious Business Development Specialist to join our dynamic Cape Town team.

 

This opportunity forms part of Carrick - Athena, our women-led initiative focused on developing and empowering the next generation of talent within financial services.

 

• Proactively contact and engage with prospective clients
• Identify opportunities and assess client suitability for our services
• Book qualified appointments for our Private Wealth Managers
• Maintain accurate client records in line with compliance standards
• Support with diary management and general office coordination
• Work towards and exceed individual and team targets
• Attend team meetings, training sessions, and ongoing development initiatives

• Strong communication skills and a confident telephone etiquette
• Well-spoken, articulate, and professional
• Target-driven with a positive, resilient attitude
• Strong organisational and administrative skills
• Ability to work both independently and within a team

• A supportive, high-performance environment
• Ongoing training and development
• Exposure to the financial services and wealth management industry
• Opportunity to grow into a Private Wealth Manager role

At Carrick, we uphold a culture grounded in respect, integrity, professionalism, mentorship, character development, and empowerment. This position is for those who are driven not only by performance, but by purpose, people who want the freedom to shape client-centric solutions across local and global markets, grow within an entrepreneurial environment that encourages individuality, and build a long-term advisory career that extends beyond conventional models.

For more information please contact: