Are you a driven and ambitious young individual looking to start a rewarding career in the financial services industry?
Momentum Wealth Management invites applications for its 2026 Learnership Programme — a unique opportunity to gain valuable experience, develop essential skills, and build a strong foundation in wealth management.
About Momentum Wealth Management
Momentum Wealth Management is a leading provider of wealth management solutions, dedicated to helping individuals and families achieve financial success.
Our services include investment management, financial planning, and estate planning — all delivered with innovation, integrity, and client focus.
Location: Centurion, Pretoria (Applicants must reside nearby)
Closing Date: October 16, 2025
About the Learnership
As a Momentum learner, you’ll receive comprehensive training, mentorship, and practical exposure to the operations of a major wealth management firm. You’ll work alongside experienced professionals, contributing to real projects while earning a nationally recognized qualification.
Key Focus Areas
Process (Learning & Development)
- Active Participation: Attend classes and practical training sessions, completing all assignments.
- Product Knowledge: Learn about company products, policies, and systems.
- Portfolio of Evidence: Compile and maintain SETA-accredited evidence of your progress.
- Assessment Completion: Complete all formative and summative assessments successfully.
- System Proficiency: Learn to use company systems effectively.
Client (Client Relationship Management)
- Relationship Building: Develop strong, trust-based relationships with clients and stakeholders.
- Service Excellence: Deliver and improve client service according to SLAs.
- Query Management: Resolve client queries efficiently and professionally.
- Service Enhancement: Identify and recommend ways to improve client experience.
People (Teamwork & Professional Growth)
- Collaboration: Build positive relationships with colleagues and contribute to a strong team culture.
- Continuous Learning: Stay updated on industry trends and seek development opportunities.
- Innovation: Share and implement new ideas to improve operations and service delivery.
- Career Ownership: Take responsibility for your personal and professional growth.
Finance (Financial Acumen & Risk Awareness)
- Efficiency: Identify cost-effective and efficient work methods.
- Compliance: Adhere to policy and governance standards; escalate issues when needed.
- Risk Awareness: Participate in identifying and managing potential risks.
Minimum Requirements
To qualify, you must meet the following criteria:
- Grade 12 / Matric – Essential
- Diploma or Degree in Marketing, Sales, or a related field – Essential
- Age: Between 18 and 30 years
- Residence: Must live in or around Centurion, Pretoria
Competencies & Skills
- Strong client relationship management abilities
- Excellent communication and presentation skills
- Advisory and problem-solving capability
- Passion for delivering exceptional client service
How to Apply
Applications must be submitted online
Apply here: Management Learnerships 2026
Don’t Miss This Opportunity!
Start your journey toward a successful career in Wealth Management with Momentum.
Apply today and take your first step toward a bright financial future!
Momentum Wealth Management Learnerships 2026
