·Maintain detailed knowledge of retirement alternatives in various domiciles
·Source and contact potential clients and setup initial meetings, analyse financial information obtained for clients and determine strategies, products and recommend solution/s to assist client with their financial objectives
·Provide feedback on a regular basis on current portfolio status
·Extensive knowledge in the Financial Services Industry is a requirement
Carrick Wealth are leaders in wealth and capital management.
The Carrick Wealth seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the finest financial solutions through well-respected international financial institutions. Above all else, service to clients is our raison d’être. With boutique-style personal attention and one-on-one advice, in the Carrick realm the client is most certainly king.