Client Advisor

Overview Nedbank Cape Town, Western Cape, South Africa Join to apply for the Client Advisor role at Nedbank Job Purpose: Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Job Requisition details Req: Role: Client Advisor Area: Kraaifontein Advert closing date: 06/11/2025 Job Family: Sales and Service Career Stream: Sales Leadership Pipeline: Manage Self: Technical (MST) FAIS Affected: Yes Job Responsibilities Client Engagement Respond to client needs by offering the right service and solution. Build client trust by applying your expertise and experience to do good for your client. Educate clients and potential clients on how to subscribe and service their account. Treat clients with respect, build trust, show care and humility in all client interactions. Help clients achieve their goals and grow financially. Own the client request end to end and route for alternative intervention if not equipped to service the client. Entrench clients and deliver value through cross selling. Facilitate the sales process by informing clients of the product features and benefits. Document client needs analysis and provide corresponding product solutions. Obtain referrals from existing clients as well as leads from other business units. Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests. Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels. Collaborate with internal stakeholders to provide complete financial solutions for clients. Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems. Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure. Act with a client first mindset in all client engagements. Nedbank Goals Contribute to the success of Nedbank through meeting service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies. Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience. Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching, and enrolling clients on the various digital platforms. Identify and resolve obstacles by participating in team meetings, sharing information and reviewing performance against targets and standards. Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken. Support the achievement of the sales and service strategy objectives and values. Enable Nedbank's strategy of being financial experts who do good. Convert leads into sustainable business for Nedbank in a responsible manner. Risk And Compliance Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information. Report suspicious transactions to the relevant department. Keep abreast of legislation and industry changes that impact the role by reading the relevant newsletters, communications, and training material. Manage risk by meeting technical, company standards, practices, and resource management. Be a responsible employee by complying with Nedbank policies, controls, regulations, and banking legislation. Essential Qualifications NQF Level: Diploma Preferred Qualification FAIS Approved Qualification Minimum Experience Level 1 - 2 years Retail/Banking Client Service, Sales, Relationship experience Technical / Professional Knowledge Product sales skills Sales Strategies Product Knowledge Customer service principles Nedbank policies and procedures Customer relationship management Behavioural Competencies Building Customer Loyalty Building Trusting Relationships Sales Persuasion Technology Savvy Planning and Organizing Adaptability Applied Learning Please contact the Nedbank Recruiting Team at Seniority level Associate Employment type Full-time Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Nedbank by 2x Sign in to set job alerts for “Client Advisor” roles. Cape Town, Western Cape, South Africa Note: This description was cleaned to remove irrelevant boilerplate while preserving the core responsibilities and qualifications for the Client Advisor role. #J-18808-Ljbffr