Job Description
SUMMARY:
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.
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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.
POSITION INFO:
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. <...