Wealth Management Learnership

Review the opportunity details below and follow the correct application method before the closing date.

Company

Discovery Life

Location

Sandton, Gauteng

Closing date

Not Specified

Salary

Not specified

ContractAccounting and Finance

22 applications

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Details

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.

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Details

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

Details

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.

Details

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.

Application

How to apply

Read the application steps, confirm the requirements, and continue to the application page when you are ready.

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