Wealth Advisor & Client Growth Strategist

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

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.