💼 Full-Time Position

Private Wealth Manager

🏢
Carrick Financial Services
📍 Remote, wes kaap, South-Africa
📍
Location
Remote, South-Africa
📅
Posted
June 05, 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

Private Wealth Manager

Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent
Location: CPT - Northern Suburbs

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 to drive customer satisfaction and loyalty.
    • Promoting and selling financial products to meet negotiated sales targets.
    • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
    • Design product functionality with reference to available solutions as per Carrick’s product and investment guide.
  • Client Servicing:
    • Contact clients on a quarterly basis to determine any change...