Discovery: Wealth Management Learnership

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Apply for Discovery Wealth Management Learnership

Job Position: Learnership

Location: Sandton

Closing Date: Not Specified

Role Purpose

This 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.

The successful candidates will be responsible for the administration and provision of support services to different business teams.

Duties And Responsibilities

  • Maintenance of accurate details and statistics related to queries received and resolved.
  • Coordination of administration and routing of tasks and queries to correct departments and consultants.
  • Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
  • Comprehensive management of queries received
  • Log IT request for call retrievals
  • Assist with the retrieval of call recordings.
  • Identify sales opportunities

Skills And Competencies

  • 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 orientated environment
  • Service driven, a sense of urgency and a team player.
  • Adapts to changing circumstances and handles criticism well and learns from it.
  • Speaks fluently and writes in a well-structured and logical manner.

Requirements

  • Grade 12 is essential.

    • Maths (Minimum Level 4 – 50%)
    • English (Minimum Level 4 – 50%)
    • Maths Literacy (Minimum Level 5 – 60%)
    • 2nd language (Minimum Level 4 – 50%)
  • 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 the written & verbal English language
  • Possess basic computer skills mainly MS Excel & MS Outlook
  • Only South African candidates by birth will be considered.

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