Senior Client Advisor

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

Job summary

A leading financial institution is seeking a Senior Client Advisor based in Mthatha to provide personalized financial solutions and excellent client service. This role requires 3-6 years of experience in retail or banking with strong product sales skills. The advisor will engage with clients, develop relationships, and identify cross-selling opportunities to enhance client satisfaction. A commitment to client service excellence and adherence to compliance is essential.

Qualifications

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

Responsibilities

• Engage clients and respond to their needs.
• Educate clients on financial solutions.
• Nurture long-standing client relationships.
• Identify cross-selling opportunities.

Skills

Product sales skills

Sales Strategies

Product Knowledge

Customer service principles

Customer relationship management

Education

Advanced Diplomas / National 1st Degrees

FAIS Approved Qualification

Job description

Overview

Senior Client Advisor

Requisition Number-141137

Closing Date-31 July 2025

Location-Ngcobo

Job Family: Sales and Service

Career Stream: Sales

Leadership Pipeline

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.

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 clients 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 clients 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

• Advanced Diplomas / National 1st Degrees

Preferred Qualification

• FAIS Approved Qualification

Minimum Experience Level

• 3 - 6 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: Senior IC

Key Skills

• Computer Hardware,Loan Processing,Sales Experience,Continuous Integration,Iis,Risk Management,Banking,Strategic Planning,Curriculum Development,Administrative Experience,Program Design,negotiation

Employment Type: Advisor

Experience: years

Vacancy: 1