Wealth Specialist - Zimbabwe

Bhavesh Patel

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

My job requires me to have a lot of interaction with my peers and clients. By using the wealth of collective knowledge of the team, I am able to help my clients solve their financial concerns. I am grateful for the opportunity to be able to assist clients with plans that will realise their future goals and ensure security and peace of mind for them.


What is the best part about your job?

As a Wealth Specialist my role is to help clients find solutions to their problems. The greatest joy is to solve issues or assist clients with researching how best to achieve financial stability for their future.


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

In my professional capacity I have learnt a lot in my short time here at Carrick. The team has been very supportive and it’s a great atmosphere in which to work. Personally, I have learnt the need to plan for the future and to make changes in my lifestyle to suit the job I am in.


What is a typical day at work like for you? 

It is very constructive. We spend a lot of time training, researching and becoming better at our jobs.


"Fear is temporary, regret is forever." - Anonymous


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