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.

Responsibilities

•  Wealth Management:
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•  Telesales, Administration, Data analytics, Compliance, lead prequalifying, Quoting, client servicing, claims, pre-sale underwriting and new business.

Requirements

•  Grade 12 is essential.
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•  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.

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.