Tell us about how you contribute to the success of Carrick Wealth as an organization.
I have been with the brand since inception and therefore I consider myself a loyal employee. I provide holistic advice to clients with particular emphasis on offshore structuring and investments. I also do acquisitions and on-boarding of new clients. I consider myself to be a people’s person with the ability to engage and interact with various types of clients. I also help with the development of new Wealth Specialists joining the company to enable them to achieve success. I make proactive efforts to maintain sound business ethics and to facilitate company growth within the greater Johannesburg region. I am a team player who values honesty and integrity.
What is the best part about your job?
I enjoy meeting new individuals and assisting them and their families with wealth creation and wealth preservation. I gain much satisfaction from providing independent and holistic opportunities and advice to my clients, and to be able to assist them with offshore and local investment planning. I truly enjoy making a difference.
Tell us about your personal and professional growth while working at Carrick.
On top of my five and a half years’ experience, working at Carrick provided me with the opportunity for self-development and gaining maturity within the industry. It has also allowed me to obtain certificates through the Chartered Institute of Securities and Investments (CISI) and I am currently enrolled for the Higher Certificate in Wealth Management. The knowledge I have gained while working at Carrick enables me to engage with any client type while providing the best financial options suited to their requirements. I contribute one of the largest books within the company and have contributed to the expansion of the Johannesburg office via my company consultations as well as one-on-one engagements.
What is a typical day at work like for you?
I start the day with morning strategy sessions with my assistant, Janine Behr. I meet with current clients to ensure valuable, proactive client experiences and discussions. I also have discussions regarding new prospects and have meetings with prospective new clients. Furthermore, I acquire referrals and networking opportunities by partaking in event planning (Gold Days, Ride & Drive Events, Wine Tasting etc). Then I do follow up discussions and service provider interactions.