Discovery: Wealth Management Learnership Programme Available in Sandton (Johannesburg). Discovery is offering a wealth management learnership to provide support to the Operations team as well as manage admin functions within the division. The Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification, which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Location: Sandton, South Africa
Category: Learnerships
Closing Date: Not Specified
Requirements
- Grade 12 / Matric
- May have an incomplete tertiary (financial) qualification (advantage)
- Not be engaged in post-matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in written & verbal English.
- Possess basic computer skills, mainly MS Excel, MS Outlook & PowerPoint Presentations
- Be a South African citizen
Areas of responsibility
- To QA all submitted business
- To assist with the capturing of new business and claims, and follow up on outstanding requirements with SLA
- To compile and action work based on the daily, weekly and monthly reports
- To assist the Sales Manager
- Collaborate with all business areas
- Monitor office efficiencies
- Service financial advisers and serve as a conduit between the manager and business
- Compile and present monthly team reports
- Ensure all onboarding occurs within set SLAs
- Receive and service walk-in clients
- Serve as a liaison to Discovery
- To answer the phone and manage office functions
- To serve as a frontline administrator and receptionist for walk-in clients
- To assist the Sales Manager with insights and trend analyses
Personal Attributes and Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical, and orderly manner
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team-oriented environment
- Service-driven, with a sense of urgency and a team player
- Adapts to changing circumstances, handles criticism well, and learns from it
- Speaks fluently and writes in a well-structured and logical manner
How to Apply