Client Advisor

About the role

The Client Advisor will educate and support customers on Nedbank's self‑service digital solutions while addressing their sales and service needs. The role focuses on building trust, delivering value through cross‑selling, and ensuring clients achieve their financial goals.

Key responsibilities

• Engage with clients to understand their needs and provide appropriate product solutions.
• Educate clients on subscribing to and using digital channels, emphasizing security, cost‑effectiveness, and convenience.
• Own client requests from start to finish, escalating when necessary.
• Document client needs analyses and recommend suitable products.
• Generate referrals and leads from existing relationships and other business units.
• Collaborate with internal stakeholders to deliver comprehensive financial solutions.
• Ensure onboarding aligns with Nedbank’s policies, procedures, and product strategy.
• Contribute to team targets, market‑share growth, and compliance with regulatory requirements (e.g., FAIS, FICA).

Required profile

• Strong customer‑focused mindset with the ability to build trust and rapport.
• Excellent communication skills and a proactive approach to problem‑solving.
• Commitment to meeting service excellence, teamwork, and personal development goals.
• Understanding of banking products, digital channels, and regulatory compliance.

Required skills