Private Wealth Manager

Recruiter:

Carrick Wealth

Job Ref:

CPT000002/RB

Date posted:

Tuesday, May 12, 2026

Location:

Cape Town, South Africa

Salary:

Monthly

SUMMARY:

We are hiring a Private Wealth Manager for Carrick Athena to join our team. Mid-career level with 4-6 years of experience in Sales and Financial Services. Market-related remuneration.

Carrick Athena is a female-focused initiative within Carrick Wealth led by Managing Director, Samantha Bowen. It's designed as a unique space for women in wealth management - by women for women, and dedicated on reshaping how women engage with financial planning throughout their lives.

POSITION INFO:

Job Title: Private Wealth Manager - Athena

Report to: Samantha Bowen

Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent

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 and address inquiries effectively.
- Conduct regular reviews with key clients to assess satisfaction levels.
- Review and respond to clients' changing needs and financial circumstances.
Financial Planning:
- Provide unbiased and professional financial advice to clients.
- Recommend solutions to help clients meet their financial objectives.
- Protect, secure and grow clients' wealth.
- Research available investment opportunities.
Risk Management:
- Complete client risk analyses.
- Act within regulatory requirements.
General:
- Honour all meetings and engagements.
- Keep up to date with financial products and legislation.
- Continued study and development with accredited institutions.

Key Skills Required:

Strong customer focus with a client-centric mindset
Excellent communication and interpersonal skills
High level of ethical conduct and regulatory compliance awareness
Proven ability in relationship building and influencing stakeholders
Solid financial planning and advisory expertise
Demonstrated sales and business development capability

Minimum Qualifications & Experience:

Matric (essential)
5â10 yearsâ experience within the financial services industry
5â7 yearsâ experience in Wealth Management (advantageous)
Regulatory Representative Certification (RE5)
Relevant tertiary qualification (CFP, CA(SA), CFA or similar)
Background in Finance, Accounting, or Legal fields preferred

Remuneration:

Market Related - For more information please contact: Robert Best - robert.

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