Client Advisor

August 27, 2026

Job Req 147481 Closing Date 31 August 2026 Location Benoni 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. Job Responsibilities Client Engagement <ul><li>Respond to client needs by offering the right service and solution.</li><li>Build client trust by applying your expertise and experience to do good for your client.</li><li>Educate clients and potential clients on how to subscribe and service their account.</li><li>Treat clients with respect, build trust, show care and humility in all client interactions.</li><li>Help clients achieve their goals and grow financially.</li><li>Own the client request end to end and route for alternative intervention if not equipped to service the client.</li><li>Entrench clients and deliver value through cross selling.</li><li>Facilitate the sales process by informing clients of the product features and benefits.</li><li>Document client needs analysis and provide corresponding product solutions.</li><li>Obtain referrals from existing clients as well as leads from other business units.</li><li>Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.</li><li>Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.</li><li>Collaborate with internal stakeholders to provide complete financial solutions for clients.</li><li>Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.</li><li>Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.</li><li>Act with a client first mindset in all client engagements. </li></ul>Nedbank Goals <ul><li>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.</li><li>Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.</li><li>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.</li><li>Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.</li><li>Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.</li><li>Support the achievement of the sales and service strategy objectives and values.</li><li>Enable Nedbank's strategy of being financial experts who do good.</li><li>Covert leads into sustainable business for Nedbank in a responsible manner. </li></ul>Risk And Compliance <ul><li>Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.</li><li>Report suspicious transactions to the relevant department.</li><li>Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.</li><li>Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).</li><li>Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation. </li></ul>Essential Qualifications - NQF Level <ul><li>Diploma </li></ul>Preferred Qualification <ul><li>FAIS Approved Qualification </li></ul>Minimum Experience Level <ul><li>1 - 2 years Retail/Banking Client Service, Sales, Relationship experience </li></ul>Technical / Professional Knowledge <ul><li>Product sales skills </li><li>Sales Strategies </li><li>Product Knowledge </li><li>Customer service principles </li><li>Nedbank policies and procedures </li><li>Customer relationship management </li></ul>Behavioural Competencies <ul><li>Building Customer Loyalty </li><li>Building Trusting Relationships </li><li>Sales Persuasion </li><li>Technology Savvy </li><li>Planning and Organizing </li><li>Adaptability </li><li>Applied Learning </li></ul>Please contact the Nedbank Recruiting Team at +27 860 555 566

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