Tell us about how you contribute to the success of Carrick Wealth as an organisation.
Having worked as a Business Development Manager in Hong Kong within the Corporate Services industry, I have gained skills from and exposure to an international business hub which is an excellent asset for Carrick Wealth and my colleagues. During this experience, my duties focused mainly on sales, client retention and developing custom made solutions for complicated cases. I believe that translating these duties into my role as a Private Wealth Manager for Carrick Wealth will be a smooth transition.
What is the best part about your job?
Given the nature of my role as a Private Wealth Manager, I deal with a variety of clients from wealth growth to wealth preservation. I enjoy the face-to-face interactions with my clients, getting to know their financial goals and helping them achieve them with tailored solutions that Carrick Wealth is renowned for.
Tell us about your personal and professional growth while working at Carrick.
Carrick Wealth as an organization provides an incredible platform for both personal and professional growth. The team encourages you to continuously improve your knowledge within the financial service industry as well as enhancing client relationship management skills. I particularly enjoy everyone’s competitive spirit!
What is a typical day at work like for you?
“The early bird gets the worm” – this phrase encapsulates my daily work routine. I typically wake up as the sun rises (5:00-5:30 am). I then workout, do house chores, and get to work before 7:30 am. Once at work, I run through my daily schedule and if there is time, I have a quick glance through my bookmarked websites to stay on top of any market developments. My mornings at work typically revolve around replying to emails or taking care of queries of current clients before moving ahead with prospective clients. My afternoons are typically spent researching and drafting proposals.