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

I have always been a part of high energy successful teams. Here at Carrick, I always look to make sure the team is in high spirits in order for us to provide the highest service delivery to our clients. Maintaining and holding ourselves accountable to the highest standard is something engraved in us here at Carrick as we strive to grow, protect and preserve our clients wealth.

What is the best part about your job?

The best part of my job is getting to meet different people on a daily basis and going through what life was like before, what life is like right now and then coming together in starting to shape and form what it is going to be. Getting to know my clients ambitions and aspirations and seeing those come to fruition is really a rewarding experience. “A full circle” type of moment.

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

I have learnt and developed a lot during my time at Carrick. The ability to be nimble and aware of the ever changing financial environment we live in everyday is a skill that I have honed and developed into becoming a global minded citizen. While working at Carrick I started in a junior position as a Business Development Specialist. Over the years I worked my way up into the role of a Private Wealth Manager

What is a typical day at work like for you?

A typical day involves me having an early catch up on international market trends of the day. This then directly goes into meeting with prospective clients through the morning and the afternoon as we map their financial futures together. Servicing is a large part of my job that I ensure is administered at a very high level therefore meeting with my clients in order to give them a holistic overview is something I add to my calendar for the day.

Tell us about how you contribute to the success of Carrick Wealth as an organisation. This can include your role, the team you work with, and the impact you have.   

I contribute to the organisation in many ways, firstly my 5 years experience in the financial industry helps me navigate the objections of the job easily. I am goal oriented and I enjoy learning because the macro-economic factors affecting the global economic industry change on a daily (one literally has to be on their feet all the time). Lastly I am self-motivated, I am not easily discouraged. I have an excellent team backing me up and supporting me which makes everything easier. “Team work makes the dream work”. 

What is the best part about your job?  

Changing people’s lives is the best part of my job. Creating financial sustainability is a privilege many people have not experienced, especially in many African countries. There’s a huge gap for financial literacy. This means I am part of an assignment that brings change to the world at large. My job gives me an opportunity to help change lives from one family to the another. I am an advocate for educational planning on the continent and I am a part of a bigger assignment for the world. We are what this generation has been waiting for. 

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

Since starting at Carrick, everything about me feels brand new, from the way I think to the way I look at life. Something about working with professionals and awesome bosses opens a higher level of intelligence and takes one to a different professional realm. 

What is a typical day at work like for you? 

I start off my day with checking emails, gathering leads and connecting with people online, followed by making calls and setting up meetings with clients. 

Tell us about how you contribute to the success of Carrick Wealth as an organisation. This can include your role, the team you work with, and the impact you have.   

Being a private wealth manager is a very fulfilling role. I get to meet different individuals nearly every day, who I help make good financial decisions by providing them with the best information available. Working with a group of very talented people means that we are constantly learning from each other and together delivering the best service for our clients. 

What is the best part about your job?  

Knowing that a client has made a decision that will undoubtedly make their life better because of the advice I provided.  

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

The biggest change I have seen is in the way I sell my thoughts and ideas.  

What is a typical day at work like for you? 

My day starts way too early for my liking, I try to get in some morning exercise before heading into the office. I like to start my workday by reading up on current affairs articles and market commentary over a cup of tea. Then I plan my day and start meeting with clients to provide financial planning advice. At the end of the day, I get through some admin work, reflect on the day’s activities and plan for tomorrow. 

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

With my strong work ethic and pro-activeness, coupled with my innovative business approach, I believe that I contribute tremendously to Carrick as am able to identify unconventional yet highly effective strategies for achieving a competitive edge in the market with regards to finding the right clients and helping them achieve their financial goals. Having worked with several teams and as a team leader throughout my career, I look forward to bringing a positive team spirit and an attitude to learn.  I strive to take the initiative and solve problems quickly while providing genuine support for my team members.

What is the best part about your job?

The work I do at Carrick is not just about having a job but it’s a way of life. I’m not just giving financial advice but I’m helping people to better their lives and in return I’m being more knowledgeable on how I can better my own life and achieve financial prosperity.

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

Working at Carrick has challenged me to truly know myself, for me to take the necessary steps to address the behaviors, attitudes, values, actions and habits that I need to change to for me to be successful in this industry and in life. In other words, Carrick has given me the skills and confidence for me to become the best version of myself and by doing that, it has allowed me to add value to my name and my brand as I am continuously learning and training to be the best financial advisor that I can be.

What is a typical day at work like for you?

A typical day in the office is updating myself on current world affairs for me to know the difficulties my clients are facing globally and what current economic phenomenon can affect their investments short-term and long-term.   

Researching about my prospects, practicing my pitch and calling my prospects to introduce them to Carrick and arrange a further meeting to discuss the urgent need for them to have me as their financial advisor.

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

I am a Private Wealth Manager and work with two Business Development Specialists. I keep my teammates hyped up as I exert a lot of energy and positivity in the office. I am a fun person, loud and full of love and want everyone around me to be happy.

What is the best part about your job?

The best part of what I do is that I get to meet different people and hear, share and take part in their life journeys. I love people and therefore also any opportunity to sit and listen and help them achieve their dreams. I love the fact that what I do will impact them 10, 15 or 20 years from now. And I treasure all the relationships I have and am building with my clients that go beyond just financial planning, so much so that we become like family. Nothing gives me greater joy than meeting with people and getting to know them and learning how I can add any value to their lives, no matter how little. 

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

I joined the company in January 2015, so I am part of the furniture. Professionally I have grown from being an assistant in 2015 and 2016 to going through the training successfully and becoming a Private Wealth Manager in January 2017.  Again, this was because my passion is in being with people and I wanted to be there for my clients, from initial contact to walking the full journey with them, which is what I have achieved. Personally, I joined the organisation as a single mom to two little boys and they are my WHY for waking up and doing what I do. My role at Carrick has enabled me to be the best mom I can be for my boys and continue to be – something I know I would have struggled with being in a different job. I have also discovered and learnt a lot about myself, my strengths as a person and as a woman, realising that nothing is impossible or beyond me as Tatenda, female Wealth Manager and single mother.

What is a typical day at work like for you?

A typical day for me consists of green tea at my desk, checking emails, catching up with the Business Development Specialists on the previous day’s activities and planning for the new day. Also, in and out of meetings throughout the day, doing the school run for my kids, then back in the office. If there are no more meetings, I do admin and planning for the next day. Sometimes late meetings go up to 7pm but I try not to make this a habit as I have homework with the kids to do.

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. 

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.