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 fina... read morencial solutions through well-respected international financial institutions. Above all else, service to clients is our raison d’être. With boutique-style personal attention and one-on-one advice, in the Carrick realm the client is most certainly king.
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.
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 offs
About the job
This is a great role for a graduate looking to enter the world of offshore wealth management and financial planning. The role is business development & sales focused
Mentors
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, wh