42 Wealth Management jobs in South Africa

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 .
#J-18808-Ljbffr

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 .
#J-18808-Ljbffr

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 .
#J-18808-Ljbffr

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 .
#J-18808-Ljbffr

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 .
#J-18808-Ljbffr

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 .
#J-18808-Ljbffr

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.

#J-18808-Ljbffr

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.

#J-18808-Ljbffr

Discovery Corporate & Employee Benefits 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 Employee Benefits

Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.

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

Wealth Management

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

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. #J-18808-Ljbffr