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  • Posted: Feb 6, 2025
    Deadline: Not specified
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    Carrick Wealth are leaders in wealth and capital management. The Carrick Wealth seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the finest financial solutions through well-respected international financi...
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    Client Servicing Manager

    • This role offers the opportunity to work alongside myself, a Senior Wealth Manager, providing top-tier financial advice, managing client relationships, and gaining exposure to both onshore and offshore investment solutions.

    What We’re Looking For:

    • 18 months – 3 years of experience in wealth management, financial advising, or para-planning
    • Strong communication skills & a solutions-oriented mindset
    • A degree in Finance, Accounting, or Marketing (advantageous)
    • CFP/CFA qualification (or currently working towards it) preferred

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Carrick Wealth on www.linkedin.com to apply

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