Senior Client Advisor
3 days ago
To provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.
Job ResponsibilitiesClient Engagement:
- Respond to client needs by offering the right service and solution.
- Nurture strong, long-standing client relationships.
- Educate clients and potential clients on how to subscribe and service their account.
- Educate clients on the convenience, security and functionality of self-service solutions.
- Provide knowledgeable client service that fosters mutual trust and confidence.
- Discover client's needs through connecting, understanding and delivering financial solutions with care.
- Provide financial strategies and advice using a holistic approach to 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.
- Identify cross-selling opportunities through client engagement and quality conversations.
- Facilitate the sales process by informing clients of the product features and benefits.
- Fulfill clients' needs through documenting needs analysis and by providing suitable financial 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 alternative, cost effective, time saving and convenient self-service channels.
- Provide complete solution to clients by networking and collaborating with internal stakeholders.
- Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
- Identify and recommend opportunities to enhance processes, systems and policies.
Nedbank Goals:
- Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
- Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
- Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
- Achieve business objectives and identify and execute on quality sales leads.
- Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
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 other industry changes that impacts on role by reading the relevant newsletters, communications and training material.
- Advanced Diplomas/National 1st Degrees
FAIS Approved Qualification
Minimum Experience Level3 - 6 years Retail/Banking Client Service, Sales, Relationship experience
Technical / Professional Knowledge- Product sales skills
- Product Knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
- Building Customer Loyalty
- Building Trusting Relationships
- Technology Savvy
- Planning and Organizing
-
Legal Advisor: Client Agreements
4 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Fempower Full timeMAIN PURPOSE OF THE JOB To provide legal advice, legal opinion and solutions and manage legal risks as per the Regionolisation model to business units and branches. The position is located within the Regions to ensure effective client support. The Legal Advisor will ensure legal compliance as well as manage the external resources and the draft and review of...
-
Legal Advisor: Client Agreements
7 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Fempower Full timeMAIN PURPOSE OF THE JOBTo provide legal advice, legal opinion and solutions and manage legal risks as per the Regionolisation model to business units and branches. The position is located within the Regions to ensure effective client support. The Legal Advisor will ensure legal compliance as well as manage the external resources and the draft and review of...
-
Technical Advisor
2 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa MSP Staffing LTD Full timeAre you a food industry expert with a passion for innovation and problem-solving? Our client, a leader in high-quality food manufacturing in Pietermaritzburg, is looking for a skilled Technical Advisor to help drive our technical strategy and optimize their production processes. Minimum Requirements: Matric BSc Degree in Agricultural / Animal Science Dairy...
-
Senior Financial Advisor
2 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full timeJob DescriptionThis role provides an opportunity to grow in a dynamic environment as a financial advisor, working closely with customers to identify and develop business opportunities. The ideal candidate will have excellent communication skills, be able to build strong relationships, and possess a deep understanding of financial...
-
Wealth Management Advisor
2 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full timeAbout the RoleThis is an exciting opportunity for a motivated individual to join our team as a Financial Advisor.In this role, you will be responsible for delivering exceptional customer service, providing expert financial advice, and developing personalized solutions to meet the needs of our clients.ResponsibilitiesProvide accurate and timely information to...
-
Career Growth Financial Advisor
2 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full timeAre you passionate about helping others achieve their financial goals? Do you have what it takes to succeed in a fast-paced sales environment?We're seeking an Aspiring Financial Advisor to join our team at Old Mutual Group. In this role, you'll play a key part in championing our valued customers' lifetime goals by identifying their financial needs, providing...
-
student advisor
1 week ago
Pietermaritzburg, KwaZulu-Natal, South Africa Red Cat Recruitment Full timeRedCat Recruitment is urgently seeking a suitably qualified and experienced STUDENT ADVISOR / SALESPERSON for a well-established national concern, position based in Pietermaritzburg, KwaZulu-Natal. PERSON SHOULD PREFERABLY BE ABLE TO START IMMEDIATELYREQUIREMENTSGrade 12.Excellent English / Zulu communication skills (person must be able to read, write and...
-
Senior Financial Services Professional
2 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeAbout the RoleAs a Salaried Financial Advisor at Old Mutual South Africa, you will play a crucial role in shaping the financial futures of our clients. You will be responsible for providing expert advice on a range of products to allocated markets, and will be individually accountable for achieving results through your own efforts.
-
Senior Business Development Lead
2 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Mirna Butler Recruitment Full timeJob SummaryMirna Butler Recruitment is seeking a skilled Sales Professional to lead their operations in the KZN province. This role requires a driven individual with exceptional leadership skills, technical sales expertise, and the ability to develop and maintain meaningful business relationships.About the RoleLead and manage the sales operations across KZN...
-
Senior Sales Executive
7 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full timeA company in Pietermaritzburg is currently seeking a highly motivated Senior Sales Executive with experience in office automation to their team in KwaZulu-Natal. As a Senior Sales Executive, you will be responsible for developing and maintaining relationships with new and existing clients, identifying sales opportunities, and achieving revenue...
-
Senior Underwriting Manager
5 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full timePronel Personnel is seeking a talented Senior Underwriting Manager to lead our commercial underwriting team.The ideal candidate will have a strong background in underwriting, with excellent leadership and communication skills.Key Responsibilities:Lead the commercial underwriting team and develop strategies to improve underwriting practices.Mentor junior...
-
PFA Associate Financial Advisor Campaign
6 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full timeLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...
-
Senior Sales Team Lead
13 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full timePronel Personnel is a reputable recruitment agency operating in KwaZulu-Natal. We are seeking a skilled Senior Sales Team Lead to lead our sales team and drive sales growth in the office automation sector.About the PositionAs a Senior Sales Team Lead, you will oversee the sales strategy and tactics to achieve revenue targets. You will lead a team of sales...
-
Lead or Senior Traffic Engineer
4 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Milton Resourcing Full timeSeeking a Lead or Senior Traffic Engineer with expertise in project management and traffic engineering for a Professional role in KwaZulu Natal.Lead or Senior Traffic EngineerLocation: PietermaritzburgReporting to: Executive Manager: Transportation-KZNDuties and Responsibilities:Prepare quotations for traffic projectsUndertake projects with limited...
-
Professional Financial Advisor
2 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeA fantastic opportunity exists for individuals who aspire to be leaders in the financial services industry. As a Financial Adviser with Liberty Group Ltd, you will have the chance to grow a long-term career and develop your skills and knowledge in a dynamic and supportive environment.The role involves assisting clients' needs by conducting an in-depth...
-
Aspiring Financial Services Professional
2 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full timeWe're on a mission to help our customers achieve their lifetime goals, and we need talented individuals like you to join our team!As an Aspiring Financial Advisor at Old Mutual Group, you'll have the opportunity to make a real difference in people's lives by providing expert financial advice and guidance. You'll work closely with our clients to understand...
-
Entry Level Financial Expert
2 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full timeCareer advancement opportunities abound at Old Mutual Group! We're currently seeking an Aspiring Financial Advisor to join our team and take their skills to the next level.In this role, you'll play a key part in championing our valued customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and...
-
Pietermaritzburg, KwaZulu-Natal, South Africa Mirna Butler Recruitment Full timeJob OverviewMirna Butler Recruitment is seeking a highly skilled and experienced Senior Business Development Manager to lead our operations in the KZN province. This role requires an exceptional leader with strong business development expertise and the ability to build and maintain meaningful relationships.About the RoleLead and manage the sales operations...
-
Investment Advisor Role
13 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full timeAbout the JobWe are currently seeking a highly motivated and experienced Financial Adviser to join our team at Lonfin Wealth. As a Financial Adviser, you will play a key role in delivering exceptional customer service and building strong relationships with our clients. Your primary responsibility will be to analyze client needs, create customized financial...
-
Wealth Creation Advisor
3 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time**The Ideal Candidate:**We are looking for a highly skilled and motivated individual who is passionate about delivering exceptional client experiences and achieving outstanding results. As a Financial Adviser at Liberty Standard Bank Group 2, you will have the opportunity to grow your career, develop your expertise, and make a real difference in people's...