SUMMARY:

We are hiring a Private Wealth Manager for Carrick Athena to join our team. Mid-career level with 4-6 years of experience in Sales and Financial Services. Market-related remuneration.

 

Carrick Athena is a female-focused initiative within Carrick Wealth led by Managing Director, Samantha Bowen. It's designed as a unique space for women in wealth management - by women for women, and dedicated on reshaping how women engage with financial planning throughout their lives.

POSITION INFO:
Job Title: Private Wealth Manager - Athena Report to: Samantha Bowen Seniority Level: Mid Career (4 - 6 yrs exp) Type: Permanent Duties and Responsibilities: Sales: Contacting potential clients and setting up initial meetings. Identify and pursue new business opportunities through lead generation, prospecting, and networking. Build and maintain strong relationships with key clients and stakeholders. Promoting and selling financia...