Job Description

Closing Date 2025/10/16
Reference Number MMH251003-6
Job Title Wealth Management Learnership
Position Type Temporary
Role Family Operations
Cluster Momentum Health
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction
Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the 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 members.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
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 18 - 30 years.

Duties & 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.

Competencies

• Client relationship management.
• Advisory skills.
• Effective communication and presentation skills.
• Passion for service.

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Skills Required