PRIVATE WEALTH MANAGER

PRIVATE WEALTH MANAGER

Organization: Carrick Wealth

Location: Johannesburg, Gauteng, South Africa

Other advertised locations: Cape Town, Durban and Pretoria

Employment Type: Permanent, Full-time

Seniority Level: Mid-career, approximately 4–6 years' experience

Compensation: Market-related.

COMPANY OVERVIEW

Carrick Wealth is a South African wealth management organization providing financial planning, investment and wealth management services to private and high-net-worth clients.

The organization focuses on helping individuals and families preserve, manage and grow their wealth through tailored financial advice, investment solutions and long-term financial planning.

Its services include local and offshore wealth solutions, retirement planning, investment management and financial consulting.

The organization emphasizes professionalism, transparency, strong client relationships and long-term financial outcomes.

JOB OVERVIEW

The Private Wealth Manager will be responsible for developing and maintaining relationships with high-net-worth individuals and private clients.

The position focuses on identifying clients' financial needs, understanding their investment objectives and recommending appropriate financial solutions.

The successful candidate will also be responsible for developing new business, maintaining a sustainable client portfolio and delivering ongoing wealth management and financial planning services.

KEY RESPONSIBILITIES

1. Client Acquisition and Business Development

Identify and engage prospective private wealth clients.

Generate new business through referrals, networking and professional relationships.

Develop and maintain a strong client portfolio.

Promote appropriate financial products and services to meet sales objectives.

Build lasting relationships with clients and key stakeholders.

2. Wealth Management and Financial Planning

Conduct detailed financial assessments to understand clients' needs and objectives.

Recommend suitable investment and wealth management solutions.

Assist clients with retirement, estate and long-term financial planning.

Research investment opportunities and provide appropriate financial recommendations.

Help clients protect, secure and grow their wealth.

3. Client Relationship Management

Maintain regular communication with existing clients.

Conduct periodic portfolio reviews.

Monitor changes in clients' financial circumstances.

Provide updates on investment performance and relevant financial developments.

Maintain a high standard of personalized client service.

4. Risk Management and Compliance

Complete client risk assessments.

Ensure financial recommendations are appropriate to clients' circumstances.

Maintain accurate client documentation.

Work within applicable FSCA regulatory requirements.

Keep informed about financial products, legislation and regulatory developments.

5. Professional Development

Participate in product-provider meetings and professional development programmes.

Maintain knowledge of investment products and financial planning solutions.

Continue professional learning and development through relevant accredited institutions.

QUALIFICATIONS AND EXPERIENCE

The position emphasizes:

Approximately 4–6 years of relevant professional experience.

Experience in financial services and wealth management.

Strong client relationship and communication skills.

Financial planning expertise.

Sales and business development capabilities.

Ethical conduct and regulatory compliance.

Professional development and continued learning.