Private Wealth Assistant

Carrick Financial Services; Wes-Kaap; On-site; ZAR 150,000 - 260,000; Full time

Benefits offered by this job

Ongoing training and development

Exposure to financial services wealth

Growth into Private Wealth Manager

Job summary

Carrick Wealth is seeking a Private Wealth Manager assistant to drive outbound prospecting, qualify leads, and schedule client appointments in a fast-paced wealth management setting. You will support Wealth Consultants with diary management, client communications, and documentation while building a solid understanding of Carrick Wealth's services and value proposition.

The role focuses on achieving target-driven activity levels, attending regular team meetings and training, and growing into a

Qualifications

• 2–3 years’ work experience in sales or client-facing roles.
• Experience in financial services is advantageous.
• Matric is the minimum requirement.

Responsibilities

• Prospect and engage potential clients through outbound calls.
• Qualify leads and schedule appointments for Wealth Consultants.
• Maintain accurate client records and complete required documentation.
• Support consultants with diary management and client communication.
• Develop understanding of Carrick Wealth's services and value proposition.
• Achieve activity and appointment-setting targets.
• Liaise with clients regarding appointments, documentation and follow-up requirements.
• Attend team meetings, training sessions, and service provider engagements.

Skills

Strong communication

Telephone etiquette

Articulate

Target-driven

Organisational skills

Teamwork

Education

Matric

Job description

Private Wealth Manager assistant - Cape Town

Duties & Responsibilities

• Prospect and engage potential clients through outbound calls.
• Qualify leads and schedule appointments for Wealth Consultants.
• Maintain accurate client records and complete all required administrative documentation.
• Support consultants with diary management and client communication.
• Develop a thorough understanding of Carrick Wealth's services and value proposition.
• Achieve agreed activity and appointment-setting targets.
• Liaise with clients regarding appointments, documentation, and follow-up requirements.
• Attend team meetings, training sessions, and service provider engagements.

Professional Attributes

• Strong communication skills and a confident telephone etiquette
• Well-spoken, articulate, and professional
• Target-driven with a positive, resilient attitude
• Strong organisational and administrative skills
• Ability to work both independently and within a team

Experience & Qualifications

• 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 uphold a culture grounded in respect, integrity, professionalism, mentorship, character development, and empowerment. This position is forthose who are driven not only by performance, but by purpose, people who want the freedom to shape client-centric solutions across local and global markets, grow within an entrepreneurial environment that encourages individuality, and build a long-term advisory career that extends beyond conventional models.