Wealth Manager: Build HNW Relationships & Growth

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

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.