Private Wealth Manager - Cape Town

Jodi Thom

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

Throughout my career my focus has always been on forming meaningful longterm relationships inside and outside the organisation, always treating my clients with the utmost respect in the way I would want to be treatedThat has truly been the key to my success. I see my role as fulfilling the trust my clients place in me to help them find the very best solutions that will allow them to realise their goals and dreams. I want all of them to wake up in the morning with peace of mind, knowing that their present and future wellbeing is planned and thriving and that all is in place. Achieving this allows me to be a true ambassador for Carrick Wealth. 


What is the best part about your job?  

The best part of my job is that I get to engage with different people every day. As a result, no day is the same as no person is the same. I have the chance every day to make a positive difference and impact in different people’s lives, and that is priceless to me. 


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

I have big goals and aspirations for my life. I strongly believe that if you do not have goals and aspirations, you are only living from day to day. Carrick has given me the opportunity to be able to manage my life both personally and professionally in the best possible way. Carrick pushes us to overcome obstacles we may face and find ways of achieving the goals we share with our clients. Carrick’s culture is all about positivity, personal growth, and toplevel assistance whenever you require it. It inspires me every day knowing that I am an ambassador for such a dynamic and wonderful organisation. Carrick is all about their people and their clients, which to me is paramount. 


What is a typical day at work like for you?  

I love to start early and fresh before everyone else by doing some meditation for clarity of mind. I believe in knowing and planning my days well in advance to ensure ease and flow, and thereby take control of every day. I split my time between being in and outside the office but am mostly out of the office having productive and meaningful meetings with clients. The administration and marketing teams make my days incredible! Their efforts help me to keep my clients up to date with any new developments which is key in finance. 


“Watch your thoughts, for they become words. Choose your words, for they become actions. Understand your actions, for they become habits. Study your habits, for they will form your character. Develop your character, for it will become your destiny!” - Unknown


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Private Wealth Managers

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