Wealth Specialist Client Servicing - Johannesburg

Ryan Bartlett

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

I am very goal orientated, both in the long and short term. I know that the team I have at Carrick will assist and support me in reaching all these goals. In turn I can bring the best professional value to all clients, both present and future.   

 

What is the best part about your job?  

The best part of my job consists of learning each day how to constantly add more value for my clients and doing so beyond their expectations. I also enjoy assisting my colleagues when possible or when needed. It is comforting to know that I have the backing of a strong company like Carrick and the guidance of a very experienced and friendly workforce. 

 

What is a typical day at work like for you?  

I usually start my day around 5.30 a.m. with a morning workout. Thereafter I get to the office and read up on current affairs and the most recent market news. At 8.00 a.m. I start seeing clients and assist them with financial and investing planning. Once I am done with all my meetings, I use the rest of my workday to do my admin and planning, and to set up meetingfor the following day. 

WORDS TO LIVE BY

“Success consists of going from failure to failure without loss of enthusiasm.” - Winston Churchill

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