Senior Client Advisor: Holistic Finance & Digital Tools

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

Job summary

Nedbank in Zeerust, North West, is seeking a client-focused specialist to provide personalised financial advice and service. You will educate clients on self-service options, nurture relationships and guide end-to-end applications with a holistic financial approach.

Role emphasizes FAIS compliance, strong product knowledge and cross-selling within Nedbank's banking solutions. Close coordination with internal teams ensures smooth service delivery.

Qualifications

• Minimum experience as listed: client service/sales in retail or banking.
• FAIS related qualifications and compliance awareness.
• Strong communication and relationship-building skills.

Responsibilities

• Respond to client needs with appropriate service and solutions.
• Educate clients on self-service tools and security features.
• Cultivate long-standing client relationships and loyalty.
• Identify cross-sell opportunities through discussions and needs analysis.
• Guide clients through the sales process and document requirements.
• Collaborate with internal stakeholders to meet client goals.

Skills

Product sales skills

Product Knowledge

Customer service principles

Nedbank policies and procedures

Customer relationship management

Building Customer Loyalty

Building Trusting Relationships

Technology Savvy

Planning and Organizing

Education

Advanced Diplomas/National 1st Degrees

Job description

Nedbank in Zeerust, North West, is seeking a client-focused specialist to provide personalised financial advice and service. You will educate clients on self-service options, nurture relationships and guide end-to-end applications with a holistic financial approach.

Role emphasizes FAIS compliance, strong product knowledge and cross-selling within Nedbank's banking solutions. Close coordination with internal teams ensures smooth service delivery.