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Client Advisor

Client Advisor

NedbankCape Town, ZA
30+ days ago
Job description

Job title : Client Advisor

Job Location : Western Cape, Cape Town

Deadline : October 24, 2025

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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 :

  • Respond to client needs by offering the right service and solution.
  • Build client trust by applying your expertise and experience to do good for your client.
  • 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.
  • 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, 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.

    • Minimum Experience Level

  • 1 - 2 years Retail / Banking Client Service, Sales, Relationship experience

    • Preferred Qualification

  • FAIS Approved Qualification

    • Essential Qualifications - NQF Level

  • Diploma

    • 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
  • Customer Service  jobs
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    Client Advisor • Cape Town, ZA

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