Tell us about how you contribute to the success of Carrick Wealth as an organisation.
With my experience in investment banking and the management of investments, I bring a thorough understanding of financial markets to my role at Carrick. This is reflected in my track record of the last few years which shows steady investment returns, both offshore and locally.
What is the best part about your job?
The best part of my job is helping people achieve a better understanding of their financial needs and then assisting them in achieving their goals.
Tell us about your personal and professional growth while working at Carrick.
I believe my professional growth at Carrick will manifest itself in accumulating new clients through a holistic offering of local and offshore investment advice. My goal is to use all the financial tools available to accomplish this, ensuring that the needs of my clients align holistically across wealth accumulation and risk, protection of their wealth, providing for their retirement, and ensuring that their wealth remains further preserved.
I aim to help my clients understand their needs, tailored to the specific, individual situation of each, thus becoming their trusted guide and facilitator and not just being a salesman to them.
What is a typical day at work like for you?
For me, the key to being a good advisor lies with good information. So, my first task each day is to update myself with the news and the markets and to understand how this may possibly relate to my clients’ wellbeing and also benefit my prospects. This involves research into trends and risk versus rewards in respect of current and future strategies I may apply. I can then share any relevant news or insights and discuss these with clients and prospects as may be applicable. In this way the portfolios under my management stay in step with the prevailing environment combined with the ongoing needs of my clients. After I have completed this task, I start my daily search for new business.
We are always looking for driven people to join our growing team.