Private Wealth Manager: Durban

Updated: April 12, 2024 02:04 AM GMT

Carrick Wealth

Durban

Carrick prides itself on the high calibre of its professional team, which is matched seamlessly to the equally high expectations of our high-net-worth clients.

We are a supportive culture with an inspirational leadership team. We invest in long-term learning and development to ensure that our people thrive.

We champion respect, integrity, professionalism, mentorship, character development and empowerment, and we seek out those who display the qualities we admire.

In this role

You will be required to meet with prospects and clients, conducting detailed financial analysis in order to determine opportunities for clients with regard to their personal wealth portfolios, retirement planning, insurance, education planning, and estate planning. To make detailed recommendations in respect of aforesaid opportunities, taking cognisance of each client’s risk profile and financial needs. Creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and... More Detail