Private Wealth Assistant - Path to Wealth Manager

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

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