Wealth Management Learnership
Company: Discovery Life
Salary: Not Specified
Location: Sandton, Gauteng
Closing Date: Not Specified
Description
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.
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
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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Skills & 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.