Senior Client Advisor

Nedbank; Ngcobo; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Nedbank in Engcobo seeks a Sales/Service professional to provide personalised financial advice and solutions, educate clients on self-service options, and manage end-to-end client engagements.

The role emphasizes FAIS compliance, cross-selling opportunities, and building trusted client relationships to meet business goals and elevate service levels.

Qualifications

• FAIS compliance knowledge and regulatory awareness.
• Minimum 3–6 years in Retail/Banking client service or sales.
• Strong communication and relationship-building skills.

Responsibilities

• Respond to client needs by offering the right service and solution.
• Nurture strong, long-standing client relationships.
• Educate clients on subscribing and servicing their accounts.
• Educate clients on the convenience, security and functionality of self-service solutions.
• Provide knowledgeable client service fostering mutual trust and confidence.
• Identify cross-selling opportunities through client engagement.

Skills

Product sales skills

Sales strategies

Product knowledge

Customer service principles

Nedbank policies and procedures

Customer relationship management

Education

FAIS Approved Qualification at NQF Level 5, or a minimum of a diploma or degree.

Job description

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.

Requisition Details

REQ Number -147483

Closing Date : 31 August 2026

Location: Engcobo

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

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.

Preferred Qualification

• FAIS Approved Qualification at NQF Level 5, or a minimum of a diploma or degree.

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