Private Wealth Manager

Carrick Financial Services (Pty) Ltd; Cape Town; On-site; ZAR 700,000 - 1,300,000; Full time

Job summary

Carrick Financial Services (Pty) Ltd in South Africa is seeking a Private Wealth Manager to join our team serving high-net-worth clients with tailored investment, retirement, and long-term financial planning.

The role emphasizes relationship-building, compliant advisory, and growing a durable client book in a trusted wealth management environment. Location includes CPT, JHB, DRB & PTA; mid-career with 4–6 years' experience; permanent contract.

Qualifications

• 4–6 years of experience in private wealth management.
• Experience servicing high-net-worth clients with tailored financial advice.
• Strong knowledge of regulatory requirements and compliance.

Responsibilities

• 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.
• Promoting and selling financial products to meet sales targets.
• Design product functionality with reference to available solutions.
• Contact clients regularly to determine changes in financial circumstances.
• Ensure exceptional client servicing and address inquiries effectively.
• Conduct regular reviews with key clients to assess satisfaction levels.
• Review and respond to clients' changing needs and financial circumstances.
• Provide unbiased and professional financial advice to clients.
• Recommend solutions to help clients meet their financial objectives.
• Protect, secure and grow clients' wealth.
• Research available investment opportunities.
• Complete client risk analyses.
• Act within regulatory requirements.
• Honour all meetings and engagements.
• Keep up to date with financial products and legislation.
• Continued study and development with accredited institutions.

Skills

Customer Focus

Communication Skills

Ethical Conduct & Compliance

Relationship Building & Influencing

Financial Planning Expertise

Sales & Business Development

Job description

Private Wealth Manager Carrick Financial Services (Pty) Ltd•Cape Town | Johannesburg | Durban | Pretoria, Western Cape, ZA

We’re looking for Private Wealth Managers to join our team!

If you love building real relationships, having meaningful conversations, and helping people grow and protect their wealth, this could be your perfect fit. You’ll work with High-Net-Worth clients, offering tailored advice on investments, retirement, and long-term financial planning.

This role adds real value by giving you the opportunity to make a meaningful impact on clients’ financial futures while building a strong, long-term book of business in a trusted wealth management environment.

Learn more about us: https://carrick-wealth.com/en/careers/

Private Wealth Manager

Location: CPT, JHB, DRB & PTA

Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent

Functions: Private Wealth Manager

Duties and Responsibilities:

• 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.


• Promoting and selling financial products to meet sales targets.


• Design product functionality with reference to available solutions.


• Contact clients regularly to determine changes in financial circumstances.


• Ensure exceptional client servicing and address inquiries effectively.


• Conduct regular reviews with key clients to assess satisfaction levels.


• Review and respond to clients' changing needs and financial circumstances.


• Provide unbiased and professional financial advice to clients.


• Recommend solutions to help clients meet their financial objectives.


• Protect, secure and grow clients' wealth.


• Research available investment opportunities.


• Complete client risk analyses.


• Act within regulatory requirements.


• General:
  
  
  
  • Honour all meetings and engagements.
  
  
  • Keep up to date with financial products and legislation.
  
  
  • Continued study and development with accredited institutions.
  
  
  
  

Skills Required:

Customer Focus, Communication Skills, Ethical Conduct & Compliance, Relationship Building & Influencing, Financial Planning Expertise, Sales & Business Development

Remuneration:

Market Related