Private Wealth Manager Seniority Level: Mid Career (4 - 6 yrs exp)Type: PermanentLocation: CPT - Northern Suburbs 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. #J-18808-Ljbffr