Discovery: Wealth Management Learnership for 2020 / 2021

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.

Responsibility may include but not limited to

  • Liaising with clients and franchise in obtaining outstanding requirements
  • Relationship building with financial advisors and internal and external colleagues /clients
  • Statistics of workloads to ensure that daily targets are met
  • Ensure that all standard operating procedures and business rules are adhered to.
  • Assisting with testing and system implementations

Additional attributes

  • 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.


Education:

  • Matric / Grade 12 is essential
  • English (Minimum Level 4 – 50%)
  • Maths (Minimum Level 4 – 50%)
  • Maths Literacy (Minimum Level 5 – 60%)
  • 2nd language (Minimum Level 4 – 50%)
  • May have an incomplete tertiary (financial) qualification (advantage)

 

How to Apply

Apply Online for the Discovery: Learnership Opportunity 2021



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