Wealth Management Learnership MMH251003-6

2 weeks ago

Centurion, Gauteng, South Africa Momentum Full time R150 000 - R250 000 per year

Role Purpose

To develop theoretical knowledge and practical skills through a comprehensive learnership program which enables professional growth, and fosters a foundation to increased employment opportunities.

Requirements

  • Grade 12/Matric (Essential).
  • Diploma/Degree in Marketing/Sales or equivalent (Essential).
  • Must reside around Centurion, Pretoria.
  • Must be between the ages of years.

Duties and Responsibilities

PROCESS

  • Participate actively in classroom sessions and practical onthejob training, aligning tasks with the requirements of the learnership program.
  • Develop a deep understanding of the companys products, policies, and procedures, crucial for successful onthejob training activities.
  • Compile a comprehensive portfolio of evidence, meticulously prepared for submission to SETA.
  • Maintain detailed logbooks for workbased learning, ensuring a thorough record of practical experiences.
  • Successfully complete formative and summative assessments, achieving the required proficiency level.
  • Demonstrate adeptness in utilising company systems and grasping operational processes, ensuring efficient workflow.

CLIENT

  • Foster and nurture relationships with clients, internal, and external stakeholders, cultivating a network built on trust and respect.
  • Adhere to service level agreements for clients and stakeholders, managing expectations effectively.
  • Provide recommendations for enhancing client service and ensuring fair treatment, proactively improving service quality.
  • Participate in a culture promoting meaningful relationships, encourage open feedback, and uphold exceptional client service standards.
  • Monitor and enhance turnaround times and quality standards, swiftly resolving issues to elevate client service delivery.
  • Drive the achievement of client service delivery goals, aligning with predefined standards for expert advice and service.
  • Manage client queries efficiently, ensuring accurate resolution and utilising feedback to refine client service and operational processes.

PEOPLE

  • Building strong relationships and fostering positive expectations among colleagues.
  • Continuously enhance expertise in industryspecific knowledge, applying it effectively in specialised areas.
  • Positively influence and support change initiatives.
  • Encourage a culture of innovation, actively developing, sharing, and implementing new ideas within the team.
  • Promote a workcentric mindset, emphasising productivity, service excellence, and quality management.
  • Take ownership of career development, proactively driving personal and professional growth opportunities.
  • Exhibiting the core organisational values consistently.

FINANCE

  • Identify solutions to enhance costeffectiveness and operational efficiency, driving financial prudence.
  • Escalate unresolved policy and governance compliance issues, facilitating thorough investigation and resolution.
  • Participate in risk identification processes, communicating recommendations effectively in relevant forums.

As an applicant, please verify the legitimacy of this job advert on our company career page

  • OSS Hastings Learnership

    1 week ago

    Centurion, Gauteng, South Africa OUTsurance Full time R15 000 - R20 000 per year

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high with...

  • Debt Recovery Learnership

    2 weeks ago

    Centurion, Gauteng, South Africa iMasFinance Co-operative (Ltd) Full time R60 000 per year

    iMasFinance, an authorised financial services provider, invites applications for a 12-month Debt Recovery Learnership aimed at individuals seeking practical experience with an NQF Level 4 qualification. This opportunity offers hands-on exposure to key debt recovery functions including collections, legal handovers, portfolio management and stakeholder...

  • Wealth Service Intern

    5 days ago

    Centurion, Gauteng, South Africa Momentum Investments Full time R250 000 - R400 000 per year

    IntroductionThrough our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees...

  • Intern: Strategy and Organisational Performance X1

    1 week ago

    Centurion, Gauteng, South Africa National Nuclear Regulator Full time R104 000 - R156 000 per year

    Job description As part of the social responsibility initiatives, the NNR provides opportunities to unemployed graduates to receive workplace skills and experience. RequirementsGrade 12Completed NQF level 6 in Business Administration/Management or Public Administration/ManagementNo work experience, graduates in search of internship to gain experienceNot...

  • SAP Learner

    1 week ago

    Centurion, Gauteng, South Africa Implats Full time R104 000 - R208 000 per year

    Impala Platinum is seeking highly committed, dynamic, and recently graduated individuals who are eager to gain practical experience in Information Technology. This learnership program aims to equip qualified candidates with hands-on exposure to SAP systems, helping them become well-rounded IT professionals.MINIMUM QUALIFICATIONS AND REQUIREMENTS:NQF Level 6...

  • Service Account Manager MMH250825-2

    3 days ago

    Centurion, Gauteng, South Africa Momentum Full time R900 000 - R1 200 000 per year

    Role PurposeAs a Service Account Manager (SAM) at Momentum Wealth Specialised Investments (SI), you will play a pivotal role in representing our brand to esteemed Financial Advisers. Your primary goal will be to foster client loyalty and maximise satisfaction by consistently delivering exceptional, world-class service, of the highest quality, in every...

  • Service Account Manager

    1 week ago

    Centurion, Gauteng, South Africa Momentum Full time R900 000 - R1 200 000 per year

    Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and...

  • Service Specialist: Death Claims MMH250826-8

    5 days ago

    Centurion, Gauteng, South Africa Momentum Full time R250 000 - R400 000 per year

    Role PurposeAs a Death Claim Service Specialist at Momentum Wealth Technical Support Service, you will play a crucial role in the receipt, review, and processing of Wealth death claims associated with both Voluntary and Compulsory products. Your work will directly impact the quality of service delivered to our clients and their beneficiaries during a...

  • Financial Planner

    1 week ago

    Centurion, Gauteng, South Africa Kainos Group Full time R400 000 - R1 200 000 per year

    Company DescriptionKainos Wealth, established in 2001, is recognized as one of the leading Liberty Group Advisory Partners in the country. With over 50 Liberty Financial Advisers offering more than two centuries of combined financial planning experience, Kainos Wealth provides a robust platform for delivering exceptional client service. The company...

  • IT Learner

    2 weeks ago

    Centurion, Gauteng, South Africa Tolcon group Full time R120 000 - R360 000 per year

    Company: Tolcon GroupLocation: CenturionReport to: Group IT Systems SpecialistMain Job PurposesThis learnership is a 12-month intensive development Programme commencing. It allows individuals to gain valuable working experience and theoretical training. The Tolcon Learnership Programme will provide you with a solid foundation for a successful career in the...