Risk Consultant

Risk Consultant

Location: Nedbank 135 Rivonia Road, Sandown, Sandton, Johannesburg.

Closing Date

13 August 2026

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).


• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.


• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.


• Follow laid down processes in opening of accounts by using checklist and account opening matrix.


• Complete weekly compliance training and assessment online to keep up to date on changes.


• Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.


• Action daily control reports and attach correct documentation.


• Identify new clients and their needs through needs analysis and provide a suitable solution.


• Cross sell to existing clients by establishing need through financial fitness discussions.


• Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.


• Ensure that every deal done is priced in line with Business Unit objective and strategy.


• Generate revenue through charging for ad hoc services provided to clients.


• Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.


• Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.


• Participate in end of day discussion and apply recommendations from manager to optimise sales results.


• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.


• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.


• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.


• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.


• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.


• Ensure that client complaints and queries are resolved timeously by using relevant complaints system.


• Adhere to the ask once promise to clients according to Nedbank strategy.


• Build relationships with clients through regular contact and having an individual interest in them.


• Network with internal stakeholders to collaborate in order to provide complete solution to clients.


• Obtain regular feedback from clients by requesting completion of feedback forms.


• Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.


• Adhere to clean desk policy to minimise risk of exposing client confidentiality.


• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

Minimum Experience Level

1 - 3 years insurance sales experience

Must have long term product training

Essential Qualifications - NQF Level

Essential Certification

Banking Certificate / FAIS qualification, Regulatory Examinations 5.

Class of Business

Technical / Professional Knowledge

Behavioural Competencies