Wealth Management Analyst
Johannesburg, Gauteng
FNB South Africa
Posted 2 days ago
Job Viewed
Job Description
Overview
To provide administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures. To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers.
Responsibilities- Control costs through awareness of impact of work and potential waste.
- Manage own costs and expenses associated with role to enhance cost effectiveness.
- Identify and escalate potential risks which may lead to increased costs.
- Adhere to standards and procedures to reduce costs.
- Identify process improvements in order to save costs.
- Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
- Ensure that physical resources and equipment usage is managed in a manner that reduces financial loss and/or waste.
- Manage internal stakeholders and adhere to relevant SLA agreements.
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers and senior staff members.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.
- Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Propose improvements on internal processes that impact service levels and customer satisfaction within area of accountability.
- Serve as first line of contact for clients and manage customer interactions.
- Accurately administer, plan for and complete activities within area of work in an efficient, effective and timely manner.
- Adhere to schedules to effectively and timely perform assigned work.
- Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
- Deliver work in an accurate manner to ensure consistent results within department.
- Draw on own knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
- Remain accountable for own work (the exercise of judgement and discretion) in accordance with organisational values and code of ethics.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
- Continuously identify and escalate risk.
- Provide timely reports on operations, performance and audit findings.
- Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability.
- Plan and organise own tasks to ensure performance objectives are met.
- Identify effective activities to address own development gaps.
- Create own development plan and review plan with team leader or manager.
- Understand which competencies and skills are required to be mastered to ensure personal development and performance.
- Keep abreast of learning opportunities, changing products and trends.
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Banking
Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below: 07/10/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
Location activityKempton Park, Gauteng, South Africa; Johannesburg, Gauteng, South Africa
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0
Wealth Management Analyst
Johannesburg, Gauteng
Spane4all
Posted 4 days ago
Job Viewed
Job Description
Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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1
Wealth Management Analyst
Johannesburg, Gauteng
RMB Nigeria Limited
Posted 4 days ago
Job Viewed
Job Description
Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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2
Wealth Management Analyst
Johannesburg, Gauteng
Wesbank
Posted 4 days ago
Job Viewed
Job Description
Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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3
Wealth Management Analyst
Johannesburg, Gauteng
FNB Namibia
Posted 4 days ago
Job Viewed
Job Description
Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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4
Wealth Management Analyst
Johannesburg, Gauteng
FirstRand Namibia Limited
Posted 4 days ago
Job Viewed
Job Description
Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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5
Wealth Management Analyst
Johannesburg, Gauteng
Rmbwestport
Posted 4 days ago
Job Viewed
Job Description
Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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About the latest Investec Jobs in Sandton !
6
Learnership - Wealth Management
Sandton, Gauteng
Discovery
Posted 1 day ago
Job Viewed
Job Description
Discovery – Mass Market Distribution Learnership: Wealth Management
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
Key Purpose
Is to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.
Key Purpose of the role
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.
Areas of responsibility may include but not limited to
- To QA all submitted business
- To assist with the capturing of new business and claims, 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 on-boarding 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 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 and Experience
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)
Specific Requirements:
- 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 & PowerPoint Presentations
- Only South African candidates by birth will be considered.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
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7
Learnership - Wealth Management
Sandton, Gauteng
Discovery Limited
Posted 1 day ago
Job Viewed
Job Description
Discovery Connect Learnership: Wealth Management
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Connect
Discovery Connect uses the world’s foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery’s products. We aim to cover one million lives by 2023 with our extensive product range – from health insurance, long and short term insurance and investments, to banking and Vitality.
Key Purpose of the role
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.
Areas of responsibility may include but not limited to
- 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
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 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 and Experience
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)
Specific Requirements:
- 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.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
This advertiser has chosen not to accept applicants from your region.
8
Wealth Management Associate
Sandton, Gauteng
R90000 - R120000 Y
Fedgroup
Posted today
Job Viewed
Job Description
We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.
What To Expect
- Researching advice-related issues for inclusion in client reports and Records of Advice
- Uploading client financial information onto software systems and preparing financial scenarios for planner use
- Conducting portfolio analysis to align with client and advisor requirements
- Drafting Records of Advice for Financial Planners
- Assisting in managing the client review process
- Handling top-up and ad hoc investments, as well as rebalancing portfolios
- Preparing meeting packs and recording minutes
- Maintaining compliance and monitoring risk products
- Conducting portfolio analyses
- Managing operational and regulatory reporting
- Resolving client queries via phone and email
- Assisting with compliance officer visits and audit processes
- Performing general office management and administrative duties as needed
- Overseeing client review scheduling and updates
- Conducting financial market and fund research
- Completing work requests as per financial planning policies
- Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
- Preparing review meeting reports for Senior Wealth Planners
- Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
- Performing financial calculations and risk analyses to identify shortfalls and propose solutions
- Researching developments in investment and risk products
- Undertaking research for investment and advisory solutions
- Participating in assigned projects
- Ensuring adherence to FICA and FAIS compliance regulations
- Maintaining professional knowledge to align with industry and legislative requirements
Qualifications
What You'll Bring:
- Degree or qualification in a relevant field
- Post-graduate qualification preferred
- Meeting Fit and Proper requirements as per the FAIS Act for representative appointment
Skills
- Proficiency in Microsoft Word and Excel
- Ability to build and maintain strong client relationships
- Strong written and interpersonal communication skills
- Comprehensive understanding of financial advisory compliance
Personal Attributes
- Client-focused, professional, and ethical
- Enthusiastic, friendly, and positive-minded
- Well-organized, deadline-driven, and diligent
- Effective problem-solver with strong multitasking ability
- Team player with the capacity to work independently
- High ethical standards and maturity
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