Wealth Specialist - Cape Town

Matthew Pietersen

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

As a Wealth Specialist, I am a member of Carrick’s sales team. I am based in Cape Town and I specialise in local and offshore estate planning and structuring. I furthermore assist in servicing existing clients while also securing new clients and business for Carrick.

 

What is the best part about your job?

For me, the best part of my job is adding value for my clients by helping to grow and protect their financial portfolios.

 

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

Working for Carrick has helped me to significantly improve my understanding of offshore planning and structuring.

 

What is a typical day at work like for you? 

A typical day at work consists mostly of emailing and calling clients and providers, meeting clients, planning and researching, and implementing financial solutions for clients. Furthermore, I attend provider learning and updating sessions.

WORDS TO LIVE BY

“It’s hard to beat a person who never gives up.” – Babe Ruth

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