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Job Summary
Business Development Specialist – Cape Town
Carrick Wealth - Athena
Are you a confident communicator with a passion for engaging people and building relationships? Carrick Wealth is looking for a driven and ambitious Business Development Specialist to join our dynamic Cape Town team.
This opportunity forms part of Carrick Athena, our women-led initiative focused on developing and empowering the next generation of talent within financial services. The programme is designed to provide a supportive, high-performance environment with strong mentorship and clear career progression pathways.
This is an exciting opportunity to step into the financial services space, working closely with experienced professionals while developing your skills in sales, client engagement, and wealth solutions.
What You’ll Be Doing
- Proactively contact and engage with prospective clients
- Identify opportunities and assess client suitability for our services
- Book qualified appointments for our Private Wealth Managers
- Maintain accurate client records in line with compliance standards
- Support with diary management and general office coordination
- Work towards and exceed individual and team targets
- Attend team meetings, training sessions, and ongoing development initiatives
What We’re Looking For
- Strong communication skills and a confident telephone etiquette
- Well-spoken, articulate, and professional
- Target-driven with a positive, resilient attitude
- Strong organisational and administrative skills
- Ability to work both independently and within a team
- 2–3 years’ work experience (sales or client-facing roles preferred)
- Previous experience in financial services (advantageous)
- Minimum requirement - Matric
What We Offer
- A supportive, high-performance environment
- Ongoing training and development
- Exposure to the financial services and wealth management industry
- Opportunity to grow into a Private Wealth Manager role
Why Join Carrick Wealth?
At Carrick, we value ambition, integrity, and growth. You’ll be part of a team that is committed to developing talent and creating long-term career opportunities within the financial sector.
Carrick Financial Services
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