Client Advisor

Job Requisition Details
Req: 144607
Role: Client Advisor
Area: Goodwood
Advert Closing Date: 26/03/2026
Job Family: Sales and Service
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical (MST)
FAIS Affected: Yes

Job Purpose
To educate clients about the capabilities of self-service digital solutions while addressing their sales and service requirements, thereby achieving business objectives and expanding market presence.

Job Responsibilities

Client Engagement:

• Address client needs by providing appropriate services and solutions.
• Foster client trust by leveraging your expertise and experience to benefit your clients.
• Inform clients and potential clients on how to set up and manage their accounts.
• Treat clients respectfully, cultivating trust, demonstrating care, and showing humility in all interactions.
• Assist clients in reaching their financial goals and enhancing their financial well-being.
• Manage client requests from start to finish and direct them to alternative resources if necessary.
• Strengthen client loyalty and deliver value through cross-selling initiatives.
• Support the sales process by communicating product features and benefits to clients.
• Record client needs assessments and present suitable product solutions accordingly.
• Gather referrals from existing clients and obtain leads from other business units.
• Develop, maintain, and preserve client relationships by keeping them updated on the status of their applications, queries, and requests.
• Inform clients about the use of secure, alternative, cost-effective, time-saving, and user-friendly self-service options.
• Collaborate with internal teams to offer comprehensive financial solutions to clients.
• Ensure exceptional client experiences by making clients feel welcomed, heard, and by addressing their financial concerns effectively.
• Facilitate client onboarding in alignment with Nedbank's product strategy, policies, and procedures.
• Maintain a client-first approach in all interactions.

Nedbank Goals:

• Contribute to Nedbank's success by achieving your service excellence, teamwork, and personal development objectives while complying with Nedbank's security, operational, and compliance standards and policies.
• Foster business growth by meeting individual and team targets that enhance the client experience.
• Expand market share among primary clients by deepening relationships through Core+ needs discussions, salary and debit order transitions, as well as enrolling clients on various digital platforms.
• Identify and address work-related challenges by participating in team meetings, exchanging information, and assessing performance against goals and standards.
• Ensure all sales activities are executed as planned, with progress monitored and corrective measures implemented.
• Support the realization of the sales and service strategy objectives and values.
• Facilitate Nedbank's mission of being financial experts who contribute positively to society.
• Convert leads into sustainable business opportunities for Nedbank in a responsible manner.

Risk and Compliance:

• Minimize risks and ensure compliance with legislative requirements (e.g., FICA, FAIS, and Letter of Authority) by maintaining accreditation and up-to-date client information.
• Report any suspicious transactions to the appropriate department.
• Stay informed about legislation and industry changes affecting your role by reviewing relevant newsletters, communications, and training materials.
• Manage risks by adhering to technical and company standards, practices, and resource management (e.g., using ultra-violet lights to verify identity documents).
• Act as 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 in Retail/Banking Client Service, Sales, or Relationship Management

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 Proficiency
• Planning and Organizing
• Adaptability
• Applied Learning

Please reach out to the Nedbank Recruiting Team at +27 860 555 566.