Momentum
Wealth Service Internship
- Reference Number: MMH251107-1
- Job Title: Wealth Service Intern
- Position Type: Temporary Internship
- Company: Momentum
- Location: Centurion, Gauteng, South Africa
- Remote: Some of the time
- Date Posted: 7 seconds ago
- Closing Date: 12 November 2025
Introduction
Momentum Group is a leading provider of financial solutions across South Africa. We help people grow their savings, protect what matters most and invest for the future. Through our own network of advisers and independent brokers, we deliver practical financial services to individuals, communities and businesses.
Role Purpose
Are you passionate about people, curious about investments, and ready to start a career in financial services? As a Wealth Service Intern you will gain hands‑on experience in a fast‑moving environment that puts client service first. You will learn how we support clients, advisers and partners while developing the skills that will launch your career.
Duties & Responsibilities
- Support the Service team in delivering efficient, professional service during every client interaction.
- Receive, log and monitor client instructions and enquiries via email, phone and digital platforms.
- Process basic client instructions and requests while meeting quality and turnaround standards.
- Ensure client information, documents and signatures are complete and compliant with relevant regulations.
- Track client trends, identify recurring queries and suggest improvements.
- Assist with the preparation of reports, dashboards and documentation to monitor performance.
- Participate in projects that improve the client service experience and operational efficiency.
- Learn about product, compliance and legislative requirements (e.g. TCF, POPIA).
- Collaborate with colleagues across the Service Centre to achieve team targets and maintain a positive environment.
- Engage in team meetings, training sessions and development workshops to broaden knowledge of products and processes.
- Take ownership of your learning journey, seek feedback and continuously improve service, system and communication skills.
Requirements
- Grade 12 certificate (mandatory).
- Recently completed a tertiary qualification in Finance, Investments, Business Administration or a related field.
- Strong interest in financial services, investments and client relationship management.
- Basic understanding of the financial services or investment industry is an advantage.
- Experience in a service, administrative or financial environment is an advantage.
Key Competencies
- Critical thinking and problem solving
- Attention to detail and accuracy
- Adaptability to technology
- Industry and process knowledge
- Time management and organisation
Application Instructions
To apply, visit the Momentum Group internal e‑recruitment portal below: