Wealth Specialist Client Servicing - Cape Town

Chad Williams

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

I value knowledge and experience which I apply to my role as a clientservicing Wealth Specialist. In this way I contribute to the success of Carrick Wealth by ensuring that our clients are given every opportunity to benefit from Carrick Wealth and our partners’ vast inventory of knowledge. Guided by an overall strategy cascaded into shortterm objectives, my role, together with our team, is to provide our clients with the highest levels of service. 

 

What is the best part about your job?  

The greatest part of the job is the feeling of fulfilment that comes from knowing that what we do has a positive impact on the lives of those we serve. In addition, my role also provides me with ample opportunity to grow my knowledge and abilities in the world of finance.  

 

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

Not applicable having only just started working at Carrick. 

 

What is a typical day at work like for you?  

My day starts at sunrise, getting my heart rate up with some morning exerciseThat’s followed by getting to the office and reading current affairs articles and market commentary over a cup of coffee. With a fresh view of the day ahead, I start meeting with clients and providing updates and investment planning advice. I wind down my day at my laptop by completing admin tasks and preparing for the days ahead. 

 

WORDS TO LIVE BY

“Start where you are, use what you have, do what you can” - Arthur Ashe

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