Tell us about how you contribute to the success of Carrick Wealth as an organisation.
As a private wealth manager, I believe that I will contribute to the success of Carrick Wealth with my passion for customer centricity, which is the baseline for everything I do on a day–to–day basis. With my enthusiasm and eagerness to help, I always ensure that my clients are well serviced and advised in a timely manner.
What is the best part about your job?
The best part of my job is the satisfaction derived by providing structured financial solutions to my portfolio of clients. By analyzing my clients’ risk profiles and their objectives, I get the opportunity to help my clients achieve their lifelong goals, which is surely the best part of my job.
Tell us about your personal and professional growth while working at Carrick.
Guided by some of the top professionals in the wealth management industry with extensive worldwide experience, I am working in an environment where personal and professional growth are at the forefront of the agenda of Carrick Wealth.
What is a typical day at work like for you?
It is said that ‘your mind will answer most questions if you learn to relax and wait for the answer’. My day typically starts with an early 30 mins running and stretching that keeps me energized and focused. At work, I usually start my day’s journey by browsing the worldwide financial and geopolitical news. Then, it’s all about planning meetings with prospective clients while also ensuring requests from existing clients are attended to. Training and coaching from our leaders also hold an important aspect of our daily task.