Discovery: Learnership - Wealth Management (Sandton)

Learnership - Wealth Management

Business:  Discovery Central Services

Function:  Learnerships

Date posted:  07-Oct-2020

Discovery Invest 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 Invest Discovery Invest is an ever growing fast paced and dynamic environment that provides innovative products. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships. Launched in 2007, Discovery Invest offers the full range of investment products for any client need, providing access to our top performing range of Discovery funds as well as a wide selection of leading local and international fund managers. Recently, Discovery Invest launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities. Discovery Invest is seeking to leverage the shared-value model to promote financial health and freedom for millions of South Africans. Through unique behavioural incentives and benefits, we reward clients for positive investment behaviour with extra investment returns. 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: The administration of all Discovery Invest products, including but not limited to transfers, new business, servicing and payments and handling telephonic queries from policyholders, financial advisors and franchises. Additional responsibilities may include the following:

  • Liaising with clients and franchise in obtaining outstanding requirements

  • Relationship building with financial advisors and internal and external colleagues /clients

  • Statistics of workloads to ensure that daily targets are met

  • Ensure that all standard operating procedures and business rules are adhered to.

  • Assisting with testing and system implementations

Personal Attributes and Skills

  • Drives Results

  • Values Driven

  • Optimistic

  • Learns on the Fly

  • Resilient

  • Instils Trust

  • People Savvy

  • Problem Solver

Additional attributes

  • 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

  • Matric/Grade 12 is essential

  • English (Minimum Level 4 – 50%)

  • Maths (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: