Private Wealth Manager at Carrick Wealth

• As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You’ll present tailored recommendations, considering clients' financial needs and risk profiles, and create ongoing service plans to ensure regular portfolio reviews and necessary adjustments.

Key Responsibilities:

• Provide unbiased, professional advice in clients’ best interest.
• Meet with prospects and clients, setting up initial meetings and building relationships.
• Analyze financial data to recommend strategies and products.
• Regularly review client portfolios, making adjustments as needed.
• Promote financial products and meet sales targets.
• Stay updated on financial products and legislation.
• Research investment opportunities to fit clients’ goals.
• Ensure compliance with FSCA regulatory requirements.
• Continuously improve through professional development and industry certifications.

Qualifications:

• CFP, Chartered Accountant, CFA, or similar industry-relevant qualification.
• 5+ years of wealth management experience, with a proven track record.
• International exposure preferred.
• Excellent communication skills (verbal and written).
• Existing business book is an advantage.
• A Bachelor’s Degree in Commerce, Marketing, Law, or Finance is a plus