Senior Financial Solutions Advisor

Nedbank; Cape Town; On-site; ZAR 250,000 - 360,000; Full time

Job summary

Nedbank is seeking a results-driven client service professional in Cape Town to provide personalised financial solutions, service and education on self-service channels. You will engage clients, identify needs, and offer relevant Nedbank products while maintaining strong client relationships.

Responsibilities include end-to-end handling of client requests, supporting cross-sell opportunities, and ensuring compliance with FICA and FAIS requirements.

Qualifications

• Understanding of product features and benefits
• Knowledge of Nedbank policies and procedures
• Experience with customer relationship management systems
• Ability to identify cross-sell opportunities through client conversations
• Familiarity with financial solutions and advice delivery
• Experience in sales-driven client service environments
• Compliance awareness: FICA, FAIS requirements

Responsibilities

• Respond to client needs by offering the right service and solution.
• Nurture strong, long-standing client relationships.
• Educate 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 and deliver financial solutions with care.
• Provide financial strategies and advice using a holistic approach.
• Own the client request end-to-end and route for alternative intervention if needed.
• Identify cross-selling opportunities through client engagement and quality conversations.
• Facilitate the sales process by informing clients of product features and benefits.
• Fulfill clients' needs through documenting needs analysis and solutions.
• Obtain referrals from existing clients and other business units.
• Build and retain client relationships by keeping clients informed of progress.
• Educate clients on self-service channels.
• Collaborate with internal stakeholders to provide complete solutions.
• Input into client financial analysis and recommendations to credit and security processes.
• Identify opportunities to enhance processes and policies.

Skills

Product sales

Product knowledge

Customer service

Policy adherence

Client relationship management

Loyalty building

Trust building

Technology savvy

Planning and organizing

Education

Advanced Diplomas/National 1st Degrees

FAIS Approved Qualification

Job description

Nedbank is seeking a results-driven client service professional in Cape Town to provide personalised financial solutions, service and education on self-service channels. You will engage clients, identify needs, and offer relevant Nedbank products while maintaining strong client relationships.

Responsibilities include end-to-end handling of client requests, supporting cross-sell opportunities, and ensuring compliance with FICA and FAIS requirements.