Wealth Specialist - Cape Town

Sean Cohen

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 vast terrain, my role within Carrick is simpleto 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 shortterm, mediumterm, 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. 

WORDS TO LIVE BY

“Never wish life were easier, wish that you were better.” – Jim Rohn

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