Private Wealth Manager

Private Wealth Manager

Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent
Location: CPT - Northern Suburbs

Duties and Responsibilities

• Sales:
  • 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 to drive customer satisfaction and loyalty.
  • Promoting and selling financial products to meet negotiated sales targets.
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Design product functionality with reference to available solutions as per Carrick’s product and investment guide.
• Client Servicing:
  • Contact clients on a quarterly basis to determine any change...