Private Wealth Manager: (Based in Zambia) at Carrick Wealth

Private Wealth Manager: (Based in Zambia) at Carrick Wealth

About the Job

Private Wealth Manager – Exciting Career Opportunity in Zambia!

Are you ready to embark on an exciting career opportunity in Zambia? We’re on the lookout for driven individuals to join our team as Private Wealth Managers. If you have a hunger for excellence and are seeking a life-changing opportunity, we want to hear from you. This is your chance to be part of a team that’s shaping the future of financial services.

Responsibilities:

In this role, you will:

• Meet with prospects and clients, conducting detailed financial analysis to determine opportunities for clients related to their personal wealth portfolios, retirement planning, insurance, education planning, and estate planning.
• Make detailed recommendations considering each client’s risk profile and financial needs.
• Create and implement an ongoing service plan to ensure client portfolios are regularly monitored, and relevant modifications are executed promptly.

Requirements:

• Essential Qualification: CFP / CA(SA) / CFA or other applicable relevant qualifications
• Field of Study: Finance/Accounting/Legal
• Certifications: Regulatory Representative Certification (RE5)
• Experience: Minimum 5 years’ experience in the financial services industry
• Minimum 10 years of experience in the financial services industry
• Earnings Type: Commission
• Must have own car

How to Apply:

To apply, email your updated CV to talent@carrick-wealth.com

Please note that only shortlisted candidates will be contacted.