💼 Full-Time Position

Private Wealth Manager

🏢
Carrick Wealth
📍 cape town, cape town, South-Africa
📍
Location
cape town, South-Africa
📅
Posted
June 04, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

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...