Private Wealth Manager

Carrick Wealth · cape town, cape town, South-Africa

Location

cape town

Job Type

Full-time

Posted

June 10, 2026

Job Description

Private Wealth Manager Location:  CPT - Northern Suburbs 
Seniority Level:  Mid Career (4 - 6 yrs exp)
Type:  Permanent 
Sectors:  Financial Services 
Functions:  Private Wealth Manager

Duties and Responsibilities: Sales: Contacting potential clients and setting up initial meetings. 
Identify and pursue new business opportunities through lead generation, prospecting, and networking. 
Build and maintain strong relationships with key clients and stakeholders. 
Promoting and selling financial products to meet sales targets. 
Design product functionality with reference to available solutions.

 
 
Client Servicing: Contact clients regularly to determine changes in financial circumstances. 
Ensure exceptional client servicing ...
        

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