Carthcart Wealth Managers is a licensed financial services intermediary (Licensed by NBFIRA) dedicated to helping businesses and individuals protect what they’ve built and secure their future. We provide tailored risk and wealth solutions through: BUSINESS PROTECTION, EMPLOYEE BENEFITS, WEALTH & INVESTMENT SOLUTIONS, and FINANCIAL LITERACY.
Job Summary
- Type: full-time
- Location: Gaborone
- Category: Finance
- Closing Date: 2026-08-30
Key Responsibilities
- Build and maintain strong relationships with existing and prospective clients.
- Identify clients’ financial needs through fact-finding and needs analysis.
- Recommend suitable insurance, investment and financial solutions.
- Present and explain products, benefits and terms to clients.
- Prepare proposals, applications and related documentation.
- Ensure client policies remain in force and provide ongoing reviews.
- Provide excellent customer service and handle client queries and concerns.
- Meet and exceed personal sales targets and key performance indicators.
- Keep up-to-date with industry trends, products, regulations and compliance requirements.
- Comply with all company policies, NBFIRA rules and the FAIS Act.
Requirements
- Minimum Diploma in Insurance, Financial Planning, Business, Commerce or a related field.
- Minimum 1-2 years’ experience in financial services, insurance or sales.
- Proven track record of meeting sales targets (advantageous).
- Excellent communication, presentation and interpersonal skills.
- Strong analytical, negotiation and problem-solving skills.
- Self-motivated, target-driven and results-oriented.
- Proficient in MS Office and CRM tools (advantageous).
Salary
Not specified
How to Apply
Apply by email: ttamokate@gmail.com, ttamokate@carthcartwealthmanagers.co.bw
About the Company
Carthcart Wealth Managers is a financial services firm operating in Botswana, with its official website registered under the .co.bw domain. The company positions itself as a partner in financial success, offering wealth management solutions tailored to local clients. It serves individuals and entities within Botswana, focusing on empowering their long-term financial journeys. While the website provides a general welcome message and branding, no further operational details—such as physical address, regulatory status, or service specifics—are publicly verifiable from the homepage alone.
Empowering Your Financial Journey
Website: https://carthcartwealthmanagers.co.bw/
Frequently Asked Questions
What qualifications or certifications are typically required to become a Financial Advisor in Botswana?
A bachelor’s degree in Finance, Accounting, Economics, or Business is commonly required, and many employers prefer candidates with professional certifications such as the Certified Financial Planner (CFP) designation accredited by the Financial Planning Institute of Southern Africa (FPISA), which is recognised in Botswana. The Bank of Botswana and Non-Bank Financial Institutions Regulatory Authority (NBFIRA) also require advisors working with investment products to be registered and compliant with local regulatory standards.
What does a typical day look like for a Financial Advisor at a firm like Carthcart Wealth Managers in Botswana?
Daily tasks include meeting clients—often in Gaborone or major towns—to assess financial goals, reviewing investment portfolios, preparing retirement or estate planning recommendations, and ensuring compliance with Botswana’s Financial Intelligence Act and NBFIRA reporting requirements. Advisors also spend time updating client records in locally used platforms and attending mandatory annual AML/CFT refresher training as required by Botswana law.
How does the work culture and professional expectations for Financial Advisors differ in Botswana compared to other countries?
Relationship-building and trust are especially critical in Botswana’s close-knit business environment, where advisors often engage clients through referrals and community networks, and cultural sensitivity—including respect for hierarchy and formal communication—is expected. Punctuality, adherence to public holidays (e.g., Sir Seretse Khama Day), and awareness of local economic sensitivities (e.g., reliance on diamond revenues, currency stability) shape client conversations and advice delivery.
What career progression opportunities exist for Financial Advisors in Botswana’s finance sector?
Entry-level advisors can progress to Senior Advisor or Portfolio Manager roles after 3–5 years, particularly with CFP certification and strong client retention; some move into compliance, training, or branch management within wealth firms regulated by NBFIRA. Others transition to roles in the Bank of Botswana, pension funds like the National Pension Fund (NPF), or start licensed advisory practices—subject to NBFIRA registration and minimum capital requirements.
What benefits are typically offered to Financial Advisors employed by wealth management firms in Botswana?
Standard benefits include 22–30 days of annual leave (aligned with Botswana Labour Act), medical aid through providers like BONF or Medshield Botswana, and mandatory pension contributions under the Botswana Public Officers’ Pension Fund (for public sector-linked roles) or private schemes like the NPF for private advisors. Some firms offer performance-based bonuses, professional development allowances for FPISA/CFP renewal, and mobile/data stipends reflecting local connectivity norms.
How should I apply for a Financial Advisor role in Botswana, and what do employers specifically look for in candidates?
Applications are usually submitted via email or LinkedIn with a CV highlighting Botswana-specific experience, NBFIRA registration status (if applicable), and evidence of local client engagement—employers prioritise candidates with fluency in English and Setswana, knowledge of Botswana tax law (e.g., Income Tax Act), and proven adherence to local AML/KYC procedures. Strong references from Botswana-based financial institutions and participation in Botswana Institute of Bankers (BIB) or FPISA events also strengthen applications.