Private Wealth Manager

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 to drive customer satisfaction and loyalty.
  • Promoting and selling financial products to meet negotiated sales targets.
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Design product functionality with reference to available solutions as per Carrick’s product and investment guide.
• Client Servicing:
  • Contact clients on a quarterly basis to determine any changes in their financial circumstances and provide feedback on current portfolio status.
  • Ensure exceptional client servicing by understanding customer needs, addressing inquiries, and resolving issues effectively.
  • Conduct regular meetings and reviews with key clients to assess satisfaction levels and identify upselling or cross-selling opportunities.
  • Review and respond to clients' changing needs and financial circumstances.
  • Contact clients with updates on new financial products or changes to legislation affecting their savings and investments.
  • Monitor financial market trends to ensure effective plans and identify necessary updates.
• Financial Planning:
  • Provide unbiased and professional advice in the best interest of clients.
  • Analyze financial information to recommend strategies and solutions to help clients meet their financial goals.
  • Produce financial reports and offer expert financial advice, retirement and estate planning, and tax planning.
  • Research and investigate investment opportunities fitting into financial plans.
  • Maintain detailed knowledge of investment, risk, retirement, and estate planning alternatives.
• Risk Management:
  • Complete client risk analyses and act within regulatory requirements.
• General:
  • Attend product provider meetings to keep updated with financial products and legislation.
  • Honor all meetings and engagements.
  • Continue professional development in Financial Services with accredited institutions.