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Job Summary
Private Wealth Manager assistant - Cape TownDuties & Responsibilities
- Prospect and engage potential clients through outbound calls.
- Qualify leads and schedule appointments for Wealth Consultants.
- Maintain accurate client records and complete all required administrative documentation.
- Support consultants with diary management and client communication.
- Develop a thorough understanding of Carrick Wealth's services and value proposition.
- Achieve agreed activity and appointment-setting targets.
- Liaise with clients regarding appointments, documentation, and follow-up requirements.
- Attend team meetings, training sessions, and service provider engagements.
Professional Attributes
- 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
Experience & Qualifications
- 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 uphold a culture grounded in respect, integrity, professionalism, mentorship, character development, and empowerment. This position is for those who are driven not only by performance, but by purpose, people who want the freedom to shape client-centric solutions across local and global markets, grow within an entrepreneurial environment that encourages individuality, and build a long-term advisory career that extends beyond conventional models.
Carrick Financial Services
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