Tell us about how you contribute to the success of Carrick Wealth as an organisation.
My main duties and responsibilities within Carrick Wealth as a Private Wealth Manager are to provide expert advice to my clients and prospects on all areas of financial planning and to help them with making informed financial decisions. With more than 12 years in the banking and wealth management industry, I have gained an incredible amount of experience which has made me adept to control, customer service and revenue generation.
Carrick Wealth has encouraged me to be completely goal oriented. This has surely helped in setting up new goals and objectives and in managing expectations both from clients and management. Furthermore, building an excellent rapport and relationship with clients is key to modern business and Carrick’s approach has enabled me to provide this euphoric experience to my clients.
There is a strong element of teamwork in the Carrick culture, which makes the business a place that everyone is excited to come to every day and to perform at their best level. I also strongly believe that Carrick Wealth has the potential to help grow the career of financial advisers like me.
What is the best part about your job?
The best part of the job is when you see client satisfaction, which automatically brings personal inside satisfaction to yourself. I believe that enabling the euphoric experience helps surely in retaining the clients, building better rapport and in encouraging clients in referring new prospects to us.
Tell us about your personal and professional growth while working at Carrick.
I believe that the organisation has helped in enhancing my interpersonal skills, which has triggered more confidence in myself and brought in the ability to be successful with dedication and hard work.
Over and above my personal growth, the knowledge and expertise I have gained in the last year, since joining Carrick, has been remarkable, especially with training in all aspects of the industry by qualified and experienced personnel.
What is a typical day at work like for you?
A typical day will usually involve two to three meetings with clients both in the office through online virtual meetings and out-of-office meetings. When no meetings are set, I spend a lot of my day prospecting with new clients and trying to generate more qualified leads for further prospecting.