Private Wealth Manager

Carrick Financial Services; South Africa; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Carrick Financial Services is looking for professionals in South Africa focused on client acquisition and business development. The role involves identifying potential clients, conducting financial analyses, and maintaining ongoing relationships through personalized service.

Candidates should possess strong communication skills and actively participate in professional development while ensuring compliance with all regulations. The goal is to build lasting connections while providing valuable financial guidance.

Qualifications

• Experience in client acquisition and business development.
• Strong analytical skills for financial planning.
• Excellent communication skills for client relationship management.

Responsibilities

• Identify and engage prospective clients through networking.
• Analyse clients' financial situations and develop strategies.
• Ensure compliance with regulatory requirements.

Job description

Duties and Responsibilities

Client Acquisition & Business Development

• Identify and engage prospective clients through networking, referrals, and approved marketing initiatives.
• Build and maintain a pipeline of qualified prospects.
• Conduct discovery meetings to understand client needs and financial objectives.
• Convert opportunities into long-term client relationships.

Financial Planning & Advisory

• Analyse clients' financial situations and develop personalised wealth management strategies.
• Recommend suitable investment, retirement, estate, and protection solutions.
• Provide ongoing financial guidance aligned with clients' evolving objectives and risk tolerance.

Client Relationship Management

• Maintain regular contact with clients and conduct periodic portfolio reviews.
• Provide updates on market developments, investment opportunities, and legislative changes.
• Deliver a proactive and personalised service experience.

Compliance & Administration

• Ensure all client documentation is completed accurately and in accordance with regulatory requirements.
• Maintain up-to-date client records within the firm's CRM system.
• Adhere to company policies, procedures, and compliance standards.

Professional Development & Collaboration

• Participate in training, product provider meetings, and development programmes.
• Attend team and management meetings as required.
• Maintain a comprehensive understanding of the firm's products, services, and value proposition.
• Represent the company professionally and uphold the highest standards of ethics and integrity.