Manager: Client Servicing - Cape Town

Hailey Roos

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

Creating the euphoric servicing experience is of the utmost importance to myself and the team I am part of. While this may vary in every client’s eyes, providing fast, efficient service and communicating at every step of the process, is essential to us. Clients must always feel part of the process and connected to their portfolios. We have created a full online portal to view daily portfolio fluctuations and readily accessible information.

 

What is the best part about your job?

Building a relationship with clients and walking with them on their financial journey to reach their goals. There is nothing more exciting than watching your client achieve what was once a distant dream but has become the realisation of a goal.

 

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

While working at Carrick I have grown both personally and professionally. It has been a privilege to grow my career within Carrick and learn from some of the best in the industry. Craig Featherby has founded a formidable company that is growing from strength to strength, and I can honestly say I am proud to be a part of. Starting in the trenches has taught me humility, composure, and the drive to never give up. Tomorrow is a new day with new opportunities; the only thing that can hold you back, is you.

 

What is a typical day at work like for you?

Eat, work, train, sleep then repeat.

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Client Testimonials

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.

“Hailey is friendly, professional and above all extremely knowledgeable. I look forward to our quarterly client meetings, and Hailey is always extremely well prepared and able to provide me with advice on my portfolio, update me on relevant local and global trends and provide recommendations that can assist me to achieve my long term investment goals.”

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We are always looking for driven people to join our growing team.