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.
Report to: Samantha Bowen
Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent
- 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.
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- 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.
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- 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.
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- Risk Management:
- Complete client risk analyses.
Act within regulatory requirements.
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- 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
Market Related - For more information please contact: Robert Best - [email protected]
