Senior Client Advisor

Job Requisition details

Req: 147385

Role: Senior Client Advisor

Area: Lakeside Mall

Advert closing date: 03/09/2026

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

Job Purpose

To provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.

Job Responsibilities

Client Engagement:

• Respond to client needs by offering the right service and solution.


• Nurture strong, long-standing client relationships.


• Educate clients and potential clients on how to subscribe and service their account.


• Educate clients on the convenience, security and functionality of self-service solutions.


• Provide knowledgeable client service that fosters mutual trust and confidence.


• Discover client's needs through connecting, understanding and delivering financial solutions with care.


• Provide financial strategies and advice using a holistic approach to 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.


• Identify cross-selling opportunities through client engagement and quality conversations.


• Facilitate the sales process by informing clients of the product features and benefits.


• Fulfill clients' needs through documenting needs analysis and by providing suitable financial 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 alternative, cost effective, time saving and convenient self-service channels.


• Provide complete solution to clients by networking and collaborating with internal stakeholders.


• Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.


• Identify and recommend opportunities to enhance processes, systems and policies.

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.


• Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.


• Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.


• Achieve business objectives and identify and execute on quality sales leads.


• 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.

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.

Essential Qualifications - NQF Level

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

3 - 6 years Retail/Banking Client Service, Sales, Relationship experience

Technical / Professional Knowledge

Behavioural Competencies