Wealth Management Learnership Programme at Vitality

Vitality is offering an exceptional career development opportunity through its comprehensive Wealth Management Learnership Programme based in Sandton. This structured 12-month opportunity is specifically designed for motivated, career-driven South African youth who want to establish a successful long-term career within the competitive financial services sector. Successful candidates will complete a nationally recognized National Certificate: Wealth Management (NQF Level 5) qualification while gaining vital on-the-job exposure within high-performing wealth management teams.

Throughout this programme, candidates will be immersed in various operational and administrative facets of wealth management. Learners will gain direct, hands-on experience supporting client servicing, underwriting pre-sales, claims administration, retirement fund structures, and life benefits. By balancing formal classroom training with practical workplace application, learners will acquire the regulatory knowledge, technical expertise, and professional competencies required to excel in modern corporate finance.

Key Responsibilities

• Complete all theoretical modules, assessments, and portfolio of evidence requirements for the NC: Wealth Management NQF Level 5 qualification.

• Provide operational support to the wealth management and financial advisory teams in daily administrative tasks.

• Assist with professional client servicing, managing routine inquiries, and ensuring high-quality customer experience.

• Support claims administration, pre-sale underwriting processes, and documentation handling.

• Develop deep functional understanding of core financial products, including life benefits, funeral cover, and retirement funds.

• Maintain accurate electronic records and capture client data strictly in line with data integrity standards.

• Ensure compliance with all relevant financial sector legislation, compliance frameworks, and internal governance policies.

• Participate actively in team projects, business improvement initiatives, and developmental workshops.

Why Join the Company

Vitality is globally celebrated for its disruptive innovation, health-focused shared-value insurance model, and dynamic corporate culture. Joining Vitality gives young professionals access to premier workplace learning, structured mentorship from seasoned wealth management practitioners, and genuine opportunities for long-term career progression. The organization emphasizes holistic employee wellness, diversity, and talent development, ensuring an empowering environment for career starters.

How to Apply

Qualified candidates who meet the requirements are encouraged to submit their applications online before the closing date. Please apply directly through the official application portal:

Click here to apply for this role

Salary is estimated based on market research.

• Grade 12 / Matric certificate (South African citizen by birth).

• Minimum Level 4 (50%) in Pure Mathematics OR Minimum Level 5 (60%) in Mathematical Literacy.

• Minimum Level 4 (50%) in English (First or Additional Language).

• Minimum Level 4 (50%) in a Second Official South African Language.

• Between the ages of 18 and 30 years at the time of application.

• Must NOT be currently engaged in formal employment or post-Matric studies.

• Must NOT have previously completed any formal learnership programme.

• Proficient in basic computer applications, particularly MS Excel, MS Word, and MS Outlook.

• Strong interpersonal, written, and verbal communication skills.

• An incomplete tertiary qualification in finance, economics, or related commerce fields is advantageous.