Description
Momentum Investments is offering a Wealth Service Internship opportunity at its Centurion office in Gauteng. The programme is designed to provide recent graduates with practical exposure to the financial services industry, particularly within wealth management and client service operations. The successful candidate will gain hands-on experience in supporting clients, advisers, and partners while developing technical, administrative, and communication skills essential for a career in financial services.
About Momentum Metropolitan Holdings
Momentum Metropolitan Holdings Limited (MMH) is a South African financial services group that provides a wide range of solutions through its client-facing brands, including Momentum and Metropolitan.
Programme\Position Offerings
- Position Title: Wealth Service Intern
- Division / Business Unit: Momentum Investments
- Location: Centurion, Gauteng, South Africa
- Employment Type: Temporary Internship
- Industry: Financial Services / Investments
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Key Responsibilities
- Support the Service Team in delivering professional and client-focused service interactions.
- Assist with receiving, logging, and tracking client instructions and queries.
- Process basic client requests according to established standards and turnaround times.
- Verify client documentation for accuracy and compliance with company and legal requirements.
- Maintain communication with clients and advisers regarding the status of their requests.
- Contribute to initiatives promoting digital adoption among clients and advisers.
- Provide administrative support for data indexing, tracking, and record accuracy.
- Participate in projects that enhance client experience and operational efficiency.
- Observe compliance with Treating Customers Fairly (TCF) and POPIA regulations.
- Attend training sessions and workshops to build product and service knowledge.
Attributes Required
- Strong interpersonal and communication skills.
- Analytical and detail-oriented approach to work.
- Adaptability in a fast-paced, technology-driven environment.
- Good organizational and time management skills.
- Proactive learner with a customer service mindset.
Eligibility Criteria
- Education: Grade 12 (essential).
- Qualifications: Recently completed tertiary qualification in Finance, Investments, Business Administration, or related fields.
- Experience: Prior experience in a financial, administrative, or client service environment will be advantageous.
- Knowledge: Basic understanding of financial services and investment products.
How to Apply
Please ensure that your application includes an updated CV and any relevant supporting documents.
- Application Closing Date: 12 November 2025
- Reference Number: MMH251107-1