Private Wealth Manager

Carrick Wealth • cape town, cape town • Posted June 03, 2026

Position Overview

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 ...