Senior Client Advisor: Financial Solutions & Relationships

Nedbank; South Africa; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Nedbank is seeking a results-driven sales and service professional to provide personalised financial advice, educate clients on self-service options, and deliver superior client service at Engcobo. You will engage clients, understand their needs, and tailor financial solutions that align with their goals.

The role emphasizes relationship management, cross-selling opportunities, and adherence to regulatory requirements while delivering Nedbank’s service standards and policies.

Qualifications

• FAIS knowledge and client advisory skills.
• Strong sales and relationship-building capabilities.
• Understanding of Nedbank policies and customer service principles.

Responsibilities

• Respond to client needs by offering the right service and solution.
• Nurture strong, long-standing client relationships.
• Educate clients on subscribing to and using self-service solutions.
• Provide financial strategies and advice using a holistic approach.
• Own the client request end-to-end and route for intervention if needed.
• Identify cross-selling opportunities through quality conversations and needs analysis.

Skills

Product sales

Sales strategies

Product knowledge

Customer service

Nedbank policies

Customer relationship management

Education

FAIS NQF5 or Diploma/Degree

Job description

Nedbank is seeking a results-driven sales and service professional to provide personalised financial advice, educate clients on self-service options, and deliver superior client service at Engcobo. You will engage clients, understand their needs, and tailor financial solutions that align with their goals.

The role emphasizes relationship management, cross-selling opportunities, and adherence to regulatory requirements while delivering Nedbank’s service standards and policies.