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

The culture of Carrick speaks for itself. And everyday is an opportunity to embrace this culture and carry it over to our clients that we serve. I can contribute to the success of Carrick by epitomizing the values that it stands for, by providing financial advice that focus on achieving the client’s financial goals.

What is the best part about your job?

The best part about my job is the ability to help clients make difficult decisions, and how these decisions positively impact their lives.

Tell us about your what personal and professional growth you would like to achieve at Carrick.

On a personal level I am very excited to have the opportunity to work with a wide range of clients and have the ability to utilize global markets to ensure the client’s financial goals can be achieved. On a professional level I am looking forward to working with a team at Carrick with a wealth of experience and knowledge, where I will always be able to grow and expand my expertise.

What is a typical day at work like for you?

Coffee, Emails, Research, Phone Calls, Meetings, and more coffee!

In a nutshell, yes. But generally, a normal day would be working with clients and researching global markets to find the best solution for each individual’s financial needs.

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 nee

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

At Carrick we are stewards of our clients’ wealth and architects for their future investment aspirations. Having started my career in investment banking and portfolio management I contribute and add to the Carrick ‘DNA’ by leveraging these skills to ensure the efficient and successful outcome for our client’s investing ambitions whilst imparting knowledge garnered across the international wealth management landscape. 

What is the best part about your job? 

The best part of my job is building trusted relationships with clients based on applying investment strategies and solutions centered around their unique personal and professional circumstances and guiding them through the investment journey to attaining their desired outcomes.

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

Carrick has allowed me the platform and the opportunity to execute on skills garnered across the width of the wealth management landscape and focused it to best serve our clients, their accumulated prosperity and most importantly, their family’s future abundance. 

What is a typical day at work like for you?

My day starts off with a roundup of overnight global market updates and keeping abreast of any macro-economic changes affecting client portfolios. The majority of my day is spent in consultation with clients structuring and caretaking bespoke investment solutions. 

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

My main duties and responsibilities within Carrick Wealth as a Private Wealth Manager are to provide expert advice to my clients and prospects on all areas of financial planning and to help them with making informed financial decisions. With more than 12 years in the banking and wealth management industry, I have gained an incredible amount of experience which has made me adept to control, customer service and revenue generation. 

Carrick Wealth has encouraged me to be completely goal oriented. This has surely helped in setting up new goals and objectives and in managing expectations both from clients and management. Furthermore, building an excellent rapport and relationship with clients is key to modern business and Carrick’s approach has enabled me to provide this euphoric experience to my clients. 

There is a strong element of teamwork in the Carrick culture, which makes the business a place that everyone is excited to come to every day and to perform at their best level. I also strongly believe that Carrick Wealth has the potential to help grow the career of financial advisers like me.

What is the best part about your job? 

The best part of the job is when you see client satisfaction, which automatically brings personal inside satisfaction to yourself. I believe that enabling the euphoric experience helps surely in retaining the clients, building better rapport and in encouraging clients in referring new prospects to us. 

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

I believe that the organisation has helped in enhancing my interpersonal skills, which has triggered more confidence in myself and brought in the ability to be successful with dedication and hard work.  

Over and above my personal growth, the knowledge and expertise I have gained in the last year, since joining Carrick, has been remarkable, especially with training in all aspects of the industry by qualified and experienced personnel.

What is a typical day at work like for you?

A typical day will usually involve two to three meetings with clients both in the office through online virtual meetings and out-of-office meetings.  When no meetings are set, I spend a lot of my day prospecting with new clients and trying to generate more qualified leads for further prospecting.