Business Development

Carrick Financial Services; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Benefits offered by this job

Ongoing training and development

Supportive high-performance environment

Career progression pathways

Job summary

A leading financial services firm in Cape Town is seeking a Business Development Specialist to enhance client engagement and support Private Wealth Managers. The ideal candidate will possess strong communication skills, a target-driven attitude, and have 2-3 years of relevant experience. This role provides a supportive environment with ongoing training and opportunities for career growth into wealth management. If you're ready for a dynamic career in financial services, join our team and contribute to our mission of empowering the next generation of talent.

Qualifications

• 2-3 years of work experience in sales or client-facing roles preferred.
• Previous experience in financial services is advantageous.
• Well-spoken, articulate, and professional demeanor.

Responsibilities

• Proactively contact and engage with prospective clients.
• Identify opportunities and assess client suitability for services.
• Maintain accurate client records in line with compliance standards.

Skills

Strong communication skills

Target-driven

Organisational skills

Client engagement

Education

Minimum requirement - Matric

Job description

Business Development Specialist – Cape Town

Carrick Wealth - Athena

Are you a confident communicator with a passion for engaging people and building relationships? Carrick Wealth 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. The programme is designed to provide a supportive, high-performance environment with strong mentorship and clear career progression pathways.

This is an exciting opportunity to step into the financial services space, working closely with experienced professionals while developing your skills in sales, client engagement, and wealth solutions.

What You’ll Be Doing

• 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

What We’re Looking For

• Strong communication skills and a confident telephone etiquette
• Well-spoken, articulate, and professional
• Target-driven with a positive, resilient attitudeStrong organisational and administrative skills
• Ability to work both independently and within a team
• 2–3 years’ work experience (sales or client-facing roles preferred)
• Previous experience in financial services (advantageous)
• Minimum requirement - Matric

What We Offer

• 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

Why Join Carrick Wealth?

At Carrick, we value ambition, integrity, and growth. You’ll be part of a team that is committed to developing talent and creating long-term career opportunities within the financial sector.