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 changes in their financial circumstances and provide feedback on current portfolio status. Ensure exceptional client servicing by understanding customer needs, addressing inquir...