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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...

     

    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

    Build your CV for free. Download in different templates.

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