Tell us about how you contribute to the success of Carrick Wealth as an organization.
I have been with the brand since inception and therefore I consider myself a loyal employee. I provide holistic advice to clients with particular emphasis on offshore structuring and investments. I also do acquisitions and on-boarding of new clients. I consider myself to be a people’s person with the ability to engage and interact with various types of clients. I also help with the development of new Wealth Specialists joining the company to enable them to achieve success. I make proactive efforts to maintain sound business ethics and to facilitate company growth within the greater Johannesburg region. I am a team player who values honesty and integrity.
What is the best part about your job?
I enjoy meeting new individuals and assisting them and their families with wealth creation and wealth preservation. I gain much satisfaction from providing independent and holistic opportunities and advice to my clients, and to be able to assist them with offshore and local investment planning. I truly enjoy making a difference.
Tell us about your personal and professional growth while working at Carrick.
On top of my five and a half years’ experience, working at Carrick provided me with the opportunity for self-development and gaining maturity within the industry. It has also allowed me to obtain certificates through the Chartered Institute of Securities and Investments (CISI) and I am currently enrolled for the Higher Certificate in Wealth Management. The knowledge I have gained while working at Carrick enables me to engage with any client type while providing the best financial options suited to their requirements. I contribute one of the largest books within the company and have contributed to the expansion of the Johannesburg office via my company consultations as well as one-on-one engagements.
What is a typical day at work like for you?
I start the day with morning strategy sessions with my assistant, Janine Behr. I meet with current clients to ensure valuable, proactive client experiences and discussions. I also have discussions regarding new prospects and have meetings with prospective new clients. Furthermore, I acquire referrals and networking opportunities by partaking in event planning (Gold Days, Ride & Drive Events, Wine Tasting etc). Then I do follow up discussions and service provider interactions.
We appreciate the considerate words from our clients about their experience of working with Carrick. We have kept the identity anonymous to honour the privacy of our clients.
“Dale currently looks after my offshore investments. He is very knowledgeable in his profession as well as very enthusiastic about what he does and how he looks after me as his client. He has an eye for detail, and above all, he is extremely transparent in his advice and management, which is very important to me. His professionalism and integrity are one of the reasons I would have no hesitation in strongly recommending his services to colleagues and friends.”
We are always looking for driven people to join our growing team.