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

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.
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