Wealth Specialist Client Servicing - Cape Town

Gabriel Bayhack

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

Carrick encourages me to be completely goal orientated, which translates into me setting short term objectives to meet these goals. The goals can also be set for the entire team and we are able to help each other by communicating our wins and losses each week, as well as doing team training where each member has the chance to teach the rest of the team something new. Combining all these factors adds to the success of our department and the whole company.

 

What is the best part about your job?

Because I have a fear of becoming stagnant, my favourite aspect of my job is that I am always learning something new. This may range from changing legislation in the complex world of finance, to how to improve the service being given to my clients.

 

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

I started at Carrick in the beginning of 2019 as a Business Development Specialist. After 6 months I was promoted to the position of Wealth Specialist in the Client Servicing Department. Working at Carrick has taught me how to clearly define my professional and personal goals, leading to me creating daily working habits that ensure I meet my objectives. This, I believe, will ensure that my long-term goals will be met and that I uphold high levels of service to my clients.

 

What is a typical day at work like for you?

My day begins a little before 6am with a cup of coffee while reading up on current affairs and market information. This is followed by an hour-long exercise session. I arrive at work a little before 8am and usually start the day with a team meeting or an update from one of our providers. The rest of the day is taken up by meetings with my clients and assisting with their investment planning.

WORDS TO LIVE BY

“What you do makes a difference, and you have to decide what kind of a difference you want to make.” – Jane Goodall.

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.

“I have been dealing with Gabriel Bayhack and just wanted you to pass the message on that I am so impressed with the service given. He is knowledgeable, patient and so respectful! Please let Anthony know, there is so much negativity around at the moment that I so believe in complimenting those who are deserving.”

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