Client Advisor

Job Req

141645

Closing Date

15 October 2025

Location

Silverton

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 :

• 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 Nedbanks product strategy policy and procedure.
• Act with a client first mindset in all client engagements.

Nedbank Goals :

Risk and Compliance :

Essential Qualifications - NQF Level

Preferred Qualification

Minimum Experience Level

Technical / Professional Knowledge

Behavioural Competencies

Please contact the Nedbank Recruiting Team at

Required Experience :

Unclear Seniority

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Advisor

Experience : years

Vacancy : 1