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Courtney Chase


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

As a Wealth Specialist at Carrick, I am part of the Sales team. My role is to find prospective clients, introduce them to Carrick and convert them into clients, and thus contribute to the success of Carrick.


What is the best part about your job?

The best part of my job is meeting and interacting with new people every day and offering them offshore investment solutions. I also enjoy the day-to-day challenges that the role brings, and that each day is always different.


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

I have grown immensely since joining Carrick three years ago because of the very high standards we hold at Carrick. You are expected to grow in knowledge and professionalism.


What is a typical day at work like for you? 

I arrive at work around 7:30 am (pre-lockdown) and spend my morning attending to current clients’ needs, arranging meetings with them, and spend my afternoons contacting new prospective clients and going to meetings.

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