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

My experience in banking and my in–depth knowledge of products offered, combined with my 5 five language skills and having lived in 8 different countries will definitely benefit Carrick. More importantly, it will add value for the client, not only in South Africa but in Africa in general. 

 

What is the best part about your job?  

The best part of my job is to connect connecting with people and have the satisfaction of giving providing value to clients. 

 

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

There is always something one can learn in the dynamic world of finance, especially in Carrick where the range of solutions is wider and more extensive than at your typical banks wealth management firm. 

 

What is a typical day at work like for you?  

A typical day for me includes checking the news and markets first thing in the morning, especially the Asian markets, to see if there is news that might affect my clients’ positions and if so, to inform them. I also check for new products that Carrick might launch and check which clients might be interested. Next, I arrange meetings for the week and visit clients.