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

My primary role within Carrick Wealth as a Wealth Specialist is to provide expert advice to my clients and prospects on all areas of financial planning for them and their families. Carrick has grown from strength to strength each year since opening its doors some 5 years ago. This has not only been from a financial and assets point of view, but more importantly also in terms of the respect and reputation, we have earned as experts within our industry both in Africa and globally. I believe my own personal values and personality mirrors that of Carrick, and along with many of my colleagues this has contributed to the success of the organisation to date. With 8 years in the industry both here in South Africa and in Ghana, I have gained an incredible amount of experience which I have been able to pass onto my colleagues. As in any office environment, there has to be a strong element of teamwork, togetherness and also fun to make the business a place that everyone is excited to come to each and every morning. I trust that my personal relationships with every single person in the Durban office have reflected that I wish to play a big role in creating the team spirit that allows each and every team member the ability to be the best version of themselves every day.

 

What is the best part about your job?

Connecting with new personalities each day and having the ability to make a positive impact on the lives of them and their families.

 

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

Those who know me personally know that by nature I have always been a reserved, quiet and generally shy person, an introvert through and through. Since I moved to South Africa and through my journey in financial services with Carrick, I know and others confirm, that I have made great strides in coming ‘out of my shell’. This organisation has enhanced my interpersonal skills like no other before, which has given me the confidence and ability to be successful and give back through dedication and hard work. Aside from personal growth, the knowledge and expertise I have gained in the last 4 years has been remarkable. This is because Carrick always endeavours to provide its employees with the very best training by industry experts from all over the world. I have completed my regulatory examinations in South Africa and continue to enhance my personal development through the internationally recognized CISI (Chartered Institute for Securities & Investment).

 

What is a typical day at work like for you?

As part of my vision for 2020, I joined the 5am club this year and am happy that I can quite honestly say, it’s been the decision that has had the most impact on my daily life thus far. This involves a morning run for 30-45 minutes to get me ready for the day ahead. I arrive at the office sometime between 6:30 and 7:00 and then plan my day ahead. A typical day usually involves 2 or 3 meetings with clients and prospects away from the office and can involve a fair amount of driving. When I am not seeing face-to-face with clients, I spend a lot of my day at my laptop, preparing reports and advice recommendations, and responding to my emails. In between all of this I will spend time with my Business Development Specialist, whose main focus is on running my diary and booking meetings or doing prospecting and paperwork. I am on hand to provide support and guidance in any way possible to make sure that our business is in the best possible shape for the weeks ahead.

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

I contribute to the success of Carrick Wealth by providing a level of service that meets or exceeds my client’s expectations. This helps me in recruiting more clients which will further enhance the Carrick brand. My 14 years of experience also allow me to assist my colleagues and help them meet more potential clients.

 

What is the best part about your job?  

I enjoy meeting new people and assisting them with financial solutions that will allow them to retire with peace of mind.

 

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

I strive to further improve my qualifications so that I can offer my clients even better advice and service.

 

What is a typical day at work like for you?  

While most days are different, I typically enjoy meeting with people and interacting with them. I enjoy delivering good news to my clients when it comes to providing feedback on their investments.

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

I value knowledge and experience which I apply to my role as a client–servicing Wealth Specialist. In this way I contribute to the success of Carrick Wealth by ensuring that our clients are given every opportunity to benefit from Carrick Wealth and our partners’ vast inventory of knowledge. Guided by an overall strategy cascaded into short–term objectives, my role, together with our team, is to provide our clients with the highest levels of service. 

 

What is the best part about your job?  

The greatest part of the job is the feeling of fulfilment that comes from knowing that what we do has a positive impact on the lives of those we serve. In addition, my role also provides me with ample opportunity to grow my knowledge and abilities in the world of finance.  

 

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

Not applicable having only just started working at Carrick. 

 

What is a typical day at work like for you?  

My day starts at sunrise, getting my heart rate up with some morning exercise. That’s followed by getting to the office and reading current affairs articles and market commentary over a cup of coffee. With a fresh view of the day ahead, I start meeting with clients and providing updates and investment planning advice. I wind down my day at my laptop by completing admin tasks and preparing for the days ahead

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

My accounting degree, my experience in managing the finances of world-class companies, my business management experience, as well as my expertise in the financial services industry, provide me with a holistic understanding of my client’s needs during the various stages of life, each with its unique financial goals. 

 

What is the best part about your job?  

The best part of my job is guiding clients to understand and realise their financial position, and then to build realistic solutions and structures to preserve and grow their wealth and reach their financial goals for current and future generations. I enjoy providing solutions to the unique problems and opportunities that each individual client presents. 

 

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

Working at an award-winning global advisory group with some of the best people in the industry, provides me with the opportunity to continuously better myself and the service offering to my clients. I have always strived for and believed in surrounding oneself with likeminded people. 

 

What is a typical day at work like for you? 

Engaging in morning exercise (mostly squash) before work, gets me ready and motivated for the day. Getting a head start to the day ensures that I am focused and in control to achieve the day’s objectives. First on my list of business for the day, is confirming the day’s appointments after which I catch up on the latest financial indicators and market news. Dealing with client concerns and queries is a priority before I engage with prospective clients. The highlight of my day is interacting with clients. The remainder of the day I spend on research, building solutions and drafting proposals.

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

Client satisfaction is of the utmost importance to me and is best achieved through transparency. Being part of the Client Services team gives me an opportunity to deliver independent, unbiased advice to my clients. I share Carrick’s values of integrity, transparency, and professionalism, all of which are qualities I wish to deliver to my clients. 

 

What is the best part about your job?  

I am extremely passionate about helping others. Working at Carrick affords me the opportunity to give back, which is very important to me and my family. I do this through Carrick’s Corporate Social Investment Partner, Signature of Hope Trust, and by volunteering some of my time to the Robinhood Foundation. 

 

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

Prior to joining Client Services, my role was as a Business Development Specialist (BDS). This role was crucial to my development within the organisation as it helped me to grow into a more confident individual and gave me the ability to meet new people and add value for many families. 

 

What is a typical day at work like for you? 

I wake up at 5am and head off to the gym for an hour, followed by a swim to cool off. I then spend as much time as I can with my son before heading off to the office. I spend most of my day preparing for and attending client meetings, as well as arranging more meetings for the rest of the day. I always make time to catch up on the news as I am extremely passionate about being up to date with what’s going on in our volatile world and in the sector that I work in. 

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

My success is measured by the success of our clients. While my responsibilities may cover a vast terrain, my role within Carrick is simple: to deliver excellence to clients by far exceeding their expectations. The details of this may differ between clients, but it may involve, for instance, creating a holistic financial plan to synergize local and offshore assets, or to simply uplift a client’s brand experience. All in all, I am responsible for ensuring our clients receive an abundance of value and remain overjoyed with their experience at Carrick Wealth. 

 

What is the best part about your job?  

Again, the best part of my job is in direct alignment with my clients’ experiences. The happier they are, the happier I am. 

 

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

One of the greatest perks of working at Carrick is that the high-performance environment  encourages you to learn, develop and upskill every single day. Aside from the vast financial expertise learnt on a daily basis, Carrick is one of the greatest teachers of all things to do with “success”. This includes goal setting, time management, effective communication, sales, coordinating events, hitting targets etc. Ultimately, Carrick has developed, and continues to develop me into a highly competent Wealth Specialist with a particular emphasis on Client Servicing. 

 

What is a typical day at work like for you? 

Typically, I arrive at the office at 07h30 and begin my day by reviewing the local and international markets to ensure my clients remain informed about relevant news and updates. I proceed to outline my daily objectives and review my short–term, medium–term, and long-term goals. The remainder of my day will consist of meetings with clients and assisting with their investment planning needs. Each step of the way I vet my activity through one criterion – “Does this add value to my clients?” Anything other than a resounding “ABSOLUTELY!” gets eliminated from the schedule. 

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

I have some 40 years of experience in the industry which I readily share with my peers. This, plus the fact that I always exude a positive attitude, benefits both my colleagues and clients, I believe.

 

What is the best part about your job?

For me, the best part of my job is that it offers my clients and I infinite opportunities. It is also very rewarding when you are able to exceed your clients’ expectations.

 

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

My personal growth since joining Carrick has centred around the opportunity to succeed without restrictions.

 

What is a typical day at work like for you?

I start my workday early, keep busy with servicing clients and in various meetings, but find I am always doing something that is enjoyable. I also allow for enough time to relax.

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

Carrick encourages me to be completely goal orientated, which translates into me setting short term objectives to meet these goals. The goals can also be set for the entire team and we are able to help each other by communicating our wins and losses each week, as well as doing team training where each member has the chance to teach the rest of the team something new. Combining all these factors adds to the success of our department and the whole company.

 

What is the best part about your job?

Because I have a fear of becoming stagnant, my favourite aspect of my job is that I am always learning something new. This may range from changing legislation in the complex world of finance, to how to improve the service being given to my clients.

 

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

I started at Carrick in the beginning of 2019 as a Business Development Specialist. After 6 months I was promoted to the position of Wealth Specialist in the Client Servicing Department. Working at Carrick has taught me how to clearly define my professional and personal goals, leading to me creating daily working habits that ensure I meet my objectives. This, I believe, will ensure that my long-term goals will be met and that I uphold high levels of service to my clients.

 

What is a typical day at work like for you?

My day begins a little before 6am with a cup of coffee while reading up on current affairs and market information. This is followed by an hour-long exercise session. I arrive at work a little before 8am and usually start the day with a team meeting or an update from one of our providers. The rest of the day is taken up by meetings with my clients and assisting with their investment planning.

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

I contribute 28 years’ experience in International Wealth Management and bring in new high-net-worth clients that will remain with Carrick for the long term. I serve as an ambassador for the brand wherever I go, either in professional environments or social interactions.

 

What is the best part about your job?

Building long-term relationships with my clients and their families and helping them build and implement robust plans for their financial future

 

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

I came into Carrick with an extensive background in International Wealth Management. In the time that I have been in South Africa, I have studied and worked to become proficient in local financial planning so that I can now build fully integrated financial plans for my clients, in which their local and offshore investments work together to meet their long-term goals.

 

What is a typical day at work like for you?

A typical day at the office involves meeting new clients, building financial solutions for them, and meeting my existing clients to review and make any necessary adjustments to their current plans

Nazreen has been with Carrick since its inception in July 2014. She has held positions as New Business Administrator, Compliance Administrator, Senior Compliance Administrator and currently as Compliance Manager. Born and bred in Cape Town and mother to two girls, Nazreen completed courses in Compliance Management and Commercial and Contract Law.

She was also selected as one of the winners of Carrick’s Reunion Island Incentive in 2016.

In her current role she is the internal Compliance Officer for Carrick Wealth in South Africa; the liaison for the external Compliance Office of Carrick Investment Services; and she deals with all risk-related policies and procedures. Nazreen is also a member of the Group Risk and Governance Committee.

 

Things she is interested in:

Her interests and passions cover health and fitness, travelling, walking along the beach, and watching murder mystery documentaries and stand-up comedy shows. However, family is everything to her, she says