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  • Posted: Nov 12, 2021
    Deadline: Not specified
  • 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...
    Read more about this company



    About the job

    The ideal candidate should be a young, ambitious, bright individual who is self-motivated and willing to learn. The role will see the candidate paired with a senior wealth manager, who will mentor the candidate and get him or her ready to become a wealth manager in their own right. The role is not suitable for an individual who is lazy or unwilling to put in hard work to achieve in the long term. Tasks that the successful candidate can be expected to perform include:
    1. Making and setting appointments
    2. Training on products and providers
    3. Training on internal processes and procedures
    4. Assisting the senior wealth manager with cases
    5. Various administrative tasks
    6. Accompanying the senior wealth manager on meetings

    The candidate should have an industry-recognized qualification and be willing to complete the RE5 exam within the first 12 months of being appointed. During the interview process, it should be clear that the candidate has a passion for wealth management and ideally be able to demonstrate this based on actions he or she has undertaken in the past.

    The opportunity is an exciting prospect for any young person looking to start or continue their career in wealth management. It should be noted that the hiring company has a particular focus on managing offshore assets for their clients and ideally this is something the successful candidate should want to pursue long term.

    Remuneration will include a basic monthly stipend with the majority of the package coming from booking successful meetings.

    Method of Application

    Interested and qualified? Go to Carrick Wealth on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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