Wealth Specialist - Cape Town

Courtney Chase

Tell us about how you contribute to the success of Carrick Wealth as an organisation.

As a Wealth Specialist at Carrick, I am part of the Sales team. My role is to find prospective clients, introduce them to Carrick and convert them into clients, and thus contribute to the success of Carrick.

 

What is the best part about your job?

The best part of my job is meeting and interacting with new people every day and offering them offshore investment solutions. I also enjoy the day-to-day challenges that the role brings, and that each day is always different.

 

Tell us about your personal and professional growth while working at Carrick. 

I have grown immensely since joining Carrick three years ago because of the very high standards we hold at Carrick. You are expected to grow in knowledge and professionalism.

 

What is a typical day at work like for you? 

I arrive at work around 7:30 am (pre-lockdown) and spend my morning attending to current clients’ needs, arranging meetings with them, and spend my afternoons contacting new prospective clients and going to meetings.

WORDS TO LIVE BY

"We are what we repeatably do. Excellence, then, is not an act but a habit." – Aristotle

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Client Testimonials

We appreciate the considerate words from our clients about their experience of working with Carrick. We have kept the identity anonymous to honour the privacy of our clients.

“Courtney has been looking after my offshore portfolio for the last 3 years and has always exceeded my returns expectations. The level of service I have received since signing with Carrick has been excellent. Whether it is my quarterly valuation statements, inviting me to seminars and Carrick events, or just a catchup call, Courtney has always been a pleasure to work with. Courtney is highly professional, he takes time to understand the clients’ asset portfolio and their financial goals, and thus plan accordingly in a realist and aligned manner. He is a great wealth manager and I would highly recommend Courtney to any of my friends and colleagues.”

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