Business Development Specialist

Location: Cape Town

Department: Business Development, Sales, Client Servicing

Reports Into: Managing Director: Carrick Athena


Carrick Athena invites applications for the role of Business Development Specialist, as we expand our team of women committed to creating financial opportunities and empowering women during pivotal life moments.

At Carrick Athena, we focus on providing women with the support, power, and security needed to make informed financial decisions. We understand that by expanding your knowledge, we hand the power over to you so that you can reach your investment goals and have the confidence to make choices that fit your evolving life plan.

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Job Purpose

Carrick Athena is searching for a highly motivated, well-spoken, and perceptive individual to join a growing team.

In this role, the main function will be phone calling leads, setting up appointments as well as general office involvement, attending to diary management, and other administrative duties.

Activities and Responsibilities

  • Prospect potential clients for the services offered by our Carrick Athena
  • Work with tanagers to support their business model.
  • Generate leads and refer to relevant advisors
  • Contact prospective clients to ascertain the relevance of the services offered.
  • Maintain the highest levels of administration, completing client documents in the parameters of the compliance department.
  • Learn and develop an understanding of the business and services.
  • Meet outlined targets set by the consultant and team leaders.
  • Contact clients when requested and communicate any changes or concerns to their consultant.
  • Attend all meetings held by Managers and Service Providers.
  • Drafting and sending correspondence to clients and external providers.
  • Resolving ad hoc client queries and internal administration requests, as these arise.
  • Liaising with Private Wealth Managers to ensure the accuracy of documentation and tracking of leads (execution and issued)


Essential Qualification:         

  • Senior Certificate, Matric, post Matric advantageous


  • Regulatory Representative Certification (RE5) (Advantageous)

Experience and Requirements

  • Excellent Communication Skills

  • Strong Administrative Skills

  • Financial Industry Background preferable

  • Good Interpersonal Skills

  • 2 – 3 years working experience