Client Advisor Consumer&Private Clients

Job Requisition details

REQ: 141373

Role:nClient Advisor Consumer and Private Clients

Area: Goodwood Cape Town

Advert closing date: 19/05/2025

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

Job Purpose

Educate clients on the functionality of self-service digital solutions whilst solving for their sales and service needs in order to meet business goals and growing market share.

Job Responsibilities

Client Engagement:

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience to do good for your client.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect build trust show care and humility in all client interactions.
• 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.
• Entrench clients and deliver value through cross selling.
• Facilitate the sales process by informing clients of the product features and benefits.
• Document client needs analysis and provide corresponding 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 secure alternative cost effective time saving and convenient self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making the client feel welcome listened to and owning and solving their financial problems.
• Ensure clients are onboarded in line with Nedbanks product strategy policy and procedure.
• Act with a client first mindset in all client engagements.

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.
• Develop retain and grow the business by delivering against individual and team goals that support a positive client experience.
• 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.
• Identify and resolve work obstacles and problems through participating in team meetings sharing information and reviewing performance against targets and standards.
• Ensure all sales activities are completed to plan progress reviewed and corrective action taken.
• Support the achievement of the sales and service strategy objectives and values.
• Enable Nedbanks strategy of being financial experts who do good.
• Covert leads into sustainable business for Nedbank in a responsible manner.

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.
• Manage risk by meeting technical company standards practices and resource management (e.g. ultra-violet lights to identify false identity documents).
• Be a responsible employee by being compliant to Nedbank policies controls regulations and banking legislation.

Essential Qualifications - NQF Level

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

1 - 2 yearsRetail/Banking Client Service Sales Relationship experience

Technical / Professional Knowledge

Behavioural Competencies