Company: Discovery
Location: Sandton, South Africa
Closing Date: Not Specified
Discovery, one of South Africa’s leading financial services providers, is offering an exciting opportunity for individuals seeking to enter the financial sector through its Wealth Management Learnership Programme for 2024/2025. This programme is designed to provide learners with a nationally recognized NC: Wealth Management NQF Level 5 qualification, blending structured learning with real-world experience in the financial services industry.
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Discovery: Wealth Management Learnerships
About the Learnership Programme
The Wealth Management Learnership offers a unique combination of theoretical learning and practical workplace experience. Participants will be equipped with in-depth knowledge of wealth management services, including life benefits, retirement funds, funeral policies, client servicing, claims handling, pre-sale underwriting, and new business development. Upon successful completion, learners will hold a qualification that is highly regarded within the financial services industry.
Key Responsibilities
Throughout the learnership, participants will gain exposure to various areas within wealth management. Some of the key responsibilities may include:
- Assisting with life benefits and retirement fund management
- Handling funeral policies and client service requests
- Managing claims and underwriting processes
- Supporting new business acquisition efforts
Required Education
Candidates interested in applying for the Discovery Wealth Management Learnership must meet the following educational requirements:
- Grade 12/Matric with:
- Mathematics (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 – 60%)
- A second language (Minimum Level 4 – 50%)
Candidates with an incomplete tertiary qualification in a financial field will have an added advantage, though this is not a mandatory requirement.
Eligibility Criteria
To be considered for the Discovery Wealth Management Learnership, applicants must meet the following selection criteria:
- Must not be enrolled in any post-Matric studies or formal employment
- Must not have completed any previous learnership
- Must be between the ages of 18 and 30 years
- Must have strong communication skills in both written and spoken English
- Must have basic computer skills, particularly in MS Excel and MS Outlook
- Only South African citizens by birth are eligible for this learnership
How to Apply
If you meet the requirements and wish to pursue this opportunity to build a career in wealth management, you can apply for the learnership by following the application link provided:
CLICK HERE TO APPPLY
Don’t miss this chance to gain valuable qualifications and experience in the financial sector with Discovery, a leader in South Africa’s wealth management industry.
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