Client Advisor

Requisition and Specialist Recruiter Information

REQ 147478  -  Twanette Coetser

Closing Date  -  4 September 2026

Cluster and Location

Personal and Private Banking - Consumer Channel 

Tshwane Central, Gauteng 

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

Client Advisor

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

• 2 - 3 years Retail/Banking Client Service, Sales, Relationship experience


• 2 - 3 years in a Customer Service / Client facing role

Essential Qualifications - NQF Level

Requirements

• Matric / Grade 12 / National Senior Certificate


• Business Relevant Certificate or Diploma or Institute of Banking would be an advantage 


• 120 FAIS Credit /  FAIS Approved Qualification as the FAIS qualification list

Technical / Professional Knowledge

Behavioural Competencies