Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I was extremely fortunate to have originally been hired to start up the Carrick Concierge division in 2017. My impact within that department allowed the team to grow to where it is today. Since my departure from the servicing division, I joined team Cape Town, where I feel I have provided a positive and good attitude towards the team’s success.
What is the best part about your job?
The best part of my job is adding value for the clients that I meet and seeing them happy and satisfied as a result.
Tell us about your personal and professional growth while working at Carrick.
I feel that my time at Carrick has allowed me to develop into a better professional in my industry. This includes providing full and holistic advice to local clients.
What is a typical day at work like for you?
Having a good laugh with colleagues and clients but at the same time making sure my diary is full and I am having productive meetings, so that I can meet my obligations as a Wealth Specialist.