Client Advisor

**Job Requisition details**
- /REQ: 141760
- Role: Client Advisor
- Area: Bellville, Cape Town
- Advert closing date: 09/09/2025

**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**
- 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_