Client Advisor

Nedbank Private Wealth; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company based in Pretoria is looking for an Advisor to engage with clients, offering tailored financial solutions. The ideal candidate will have 1-2 years of retail or banking experience and a diploma. Responsibilities include building client relationships, educating clients on services, and supporting the sales strategy. This is an on-site role aimed at enhancing client satisfaction and growing market share to meet business goals.

Qualifications

• 1 - 2 years Retail/Banking Client Service Sales Relationship experience.
• Strong understanding of client engagement and sales techniques.
• Ability to cross-sell and educate clients on digital solutions.

Responsibilities

• Respond to client needs with suitable services.
• Build trust and educate clients on account management.
• Facilitate effective communication between clients and financial solutions.

Skills

Product sales skills

Sales Strategies

Product Knowledge

Customer service principles

Customer relationship management

Education

Diploma

FAIS Approved Qualification

Job description

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 application 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 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.

Essential Qualifications - NQF Level

• Diploma

Preferred Qualification

• FAIS Approved Qualification

Minimum Experience Level

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

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

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