Client Advisor

2 weeks ago

Cape Town, South Africa Nedbank Full time

**Client Advisor**
- Requisition Number-131699- Closing Date
- 23 February 2024**Location**
- Kenilworth- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes**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.**Responsibilities**:

- Client Engagement:
- Respond to client needs by offering the right service and solution.
- 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.
- 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 your 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 as well as enrolling clients on the various digital platforms.
- Identify and resolve work obstacles and problems through 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.
- Covert 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 other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
- Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
- Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.
- Essential Qualifications - NQF Level- Diploma
- Preferred Qualification- FAIS Approved Qualification- Minimum Experience Level- Must have 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 +27 860 555 566_

  • Client Advisor

    3 days ago

    Cape Town, South Africa Nedbank Full time

    **Client Advisor** - Requisition Number-133619- Closing Date - 07 May 2024- Location-St Georges Mall- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes**Job Purpose** - Educate clients on the functionality of self-service digital solutions, whilst solving for their sales...

  • Client Advisor

    Found in: beBee S ZA - 3 weeks ago

    Eastern Cape,, South Africa Nedbank Full time

    Nedbank’s job vacancy, Career and Recruitment Job title : Client Advisor – Mthatha jobs in Eastern Cape Job Location : Eastern Cape, Deadline : April 13, 2024 Quick Recommended Links Jobs by Location Job by industries Job Purpose Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service...

  • Financial Advisor

    1 week ago

    Cape Town, South Africa Financial Wealth Holdings Full time

    We require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have...

  • Financial Advisors

    5 days ago

    Cape Town, South Africa RMV Solutions Pty Ltd Full time

    **Job description** - Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.**Key Duties, but not limited...

  • Financial Advisor

    Found in: Talent ZA C2 - 1 week ago

    Cape Town, South Africa Origin Financial Group Full time

    Company description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...

  • Service Advisor

    3 days ago

    Cape Town, South Africa SydSen Recruit Full time

    Service Advisor - Cape Town Our client in the Automotive Industry is looking for an experienced **Service Advisor** to join their Dealership in **Cape Town.** **Requirements**: - Matric Certificate - Driver's license - Minimum 3 years experience working in a franchise dealership as a Service Advisor - premium brand experience is advantageous - Ability to...

  • Service Advisor

    20 hours ago

    Cape Town, South Africa SydSen Recruit Full time

    Western Cape, Cape Town Region Service Advisor - Cape Town - Western Cape - Our client based in Cape Town, is looking for an experienced Dealership - **Service Advisor** to join their service department.**Requirements**: - Matric Certificate - Driver's license - Experience working in a franchise dealership as a Service Advisor - Ability to work under...

  • Service Advisor

    20 hours ago

    Cape Town, South Africa SydSen Recruit Full time

    Western Cape, Cape Town Region - Negotiable Monthly (Market related) Service Advisor - Cape Town - Western Cape - Our client based in Cape Town, is looking for an experienced Dealership - **Service Advisor** to join their service department.**Requirements**: - Matric Certificate - Driver's license - Experience working in a franchise dealership as a Service...

  • Service Advisor

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa First Degree Recruitment Full time

     Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in the Northern SuburbsDuties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer...

  • Service Advisor

    Found in: Whatjobs ZA C2 - 6 days ago

    Cape Town, South Africa First Degree Recruitment Full time

      Service advisor / Aftersales consultant Vacancy for a Vehicle Service advisor with a vehicle dealership in the Northern Suburbs Duties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer...

  • Service Advisor

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Cape Town, South Africa First Degree Recruitment Full time

     Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in the Northern SuburbsDuties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer...

  • Service Advisor

    3 days ago

    Cape Town, South Africa IKON Consulting Full time

    Western Cape - Service Advisor **Salary**: Basic between R16K and R19K (depending on brand experience) + early bird + overtime + incentives + medical aid & provident fund company contributions. **Description**: We are seeking a Service Advisor with a passion for the motor trade to join a team at one of our clients. As a Service Advisor, you will be the...

  • Financial Advisor

    Found in: Talent ZA C2 - 1 week ago

    Cape Town, South Africa Origin Financial Group Full time

    Job DescriptionCompany description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization...

  • Service Advisor

    20 hours ago

    Cape Town, South Africa First Degree Recruitment Full time

    Vacancy for a Vehicle Service advisor with a vehicle dealership in Robertson. **_ Duties_**: Costing of job cards of vehicles booked into the workshop, Processing of warranties, following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer satisfaction of vehicles...

  • Financial Advisor

    3 days ago

    Cape Town, South Africa Assured Life Full time

    We require financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have a...

  • Service Advisor

    2 days ago

    Cape Town, South Africa IKON Consulting Full time

    Western Cape - Service Advisor **Salary**: R14k - R16K basic + great incentive scheme + company contributions to medical aid and provident fund. **Description**: Great opportunity to join this franchise dealership which is part of a large motor group. Your main function is to provide excellent customer service consistently to service clients at a very...

  • Financial Advisor

    Found in: beBee jobs ZA - 2 weeks ago

    Cape Town, Western Cape, South Africa Jobking Full time

    Department: AdministrationSector: Financial Services, Asset ManagerSalary: Market relatedA well-known Asset Manager based in CPT is looking for a Financial Assistant to join their Administration team. The successful candidate will be responsible for delivering exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and...

  • Financial Advisor Assistant

    3 days ago

    Cape Town, South Africa Kamo Placements Full time

    **JOB DESCRIPTION** - Screening of all other requirements relating to the financial transaction. - Screening of confirmations of transactions / activities to ensure accuracy and correct reporting. - Keep Client/Advisor informed of progress of all activities till completion. - Liaise with Advisor and Client to establish what documents/ information is required...

  • Financial Advisor Assistant

    3 days ago

    Cape Town, South Africa Kamo Placement Full time

    Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base. To cultivate great Client relationships and deliver great Client service **JOB DESCRIPTION** - Screening of all other requirements...

  • Financial Advisor

    1 week ago

    Cape Town, South Africa HeadHunters Full time

    **Reference** - PE002094/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry **based in Cape Town is currently looking to employ **a **Financial Advisor (Risk Products)**.** **To provide and implement advice in respect of insurance needs and...