601 Client Advisor jobs in South Africa

Client Advisor

R90000 - R120000 Y Nedbank

Posted today

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Job Description

Client Advisor

Location: Cape Gate, Cape Town, Western Cape.

Closing Date

29 September 2025

Job Family

Sales and Service

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

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 Nedbank's 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 Nedbank's 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.

Minimum Experience Level

1 - 2 years Retail/Banking Client Service, Sales, Relationship experience

Preferred Qualification

FAIS Approved Qualification

Essential Qualifications - NQF Level

  • Diploma

Technical / Professional Knowledge

  • Product sales skills
  • Sales Strategies
  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Building Trusting Relationships
  • Sales Persuasion
  • Technology Savvy
  • Planning and Organizing
  • Adaptability
  • Applied Learning

-

Please contact the Nedbank Recruiting Team

This advertiser has chosen not to accept applicants from your region.

Senior Client Advisor

R250000 - R500000 Y Nedbank

Posted today

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Job Description

Senior Client Advisor

Requisition Number

Closing Date-23 October 2025

Location- Lusikisiki

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

Job Purpose

To provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.

Job Responsibilities

Client Engagement:

  • Respond to client needs by offering the right service and solution.
  • Nurture strong, long-standing client relationships.
  • Educate clients and potential 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 through connecting, understanding and delivering financial solutions with care.
  • Provide financial strategies and advice using a holistic approach to 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.
  • Identify cross-selling opportunities through client engagement and quality conversations.
  • Facilitate the sales process by informing clients of the product features and benefits.
  • Fulfill clients' needs through documenting needs analysis and by providing suitable financial 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 alternative, cost effective, time saving and convenient self-service channels.
  • Provide complete solution to clients by networking and collaborating with internal stakeholders.
  • Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
  • Identify and recommend opportunities to enhance processes, systems and policies.

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.
  • Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
  • Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
  • Achieve business objectives and identify and execute on quality sales leads.
  • 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.

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.

Essential Qualifications - NQF Level

  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

  • 3 - 6 years Retail/Banking Client Service, Sales, Relationship experience

Technical / Professional Knowledge

  • Product sales skills
  • Sales Strategies
  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Building Trusting Relationships
  • Sales Persuasion
  • Technology Savvy
  • Planning and Organizing
  • Adaptability
  • Applied Learning

-

Please contact the Nedbank Recruiting Team

This advertiser has chosen not to accept applicants from your region.

Private Client Advisor

R250000 - R450000 Y FNB South Africa

Posted today

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Job Description

Job Description
Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Goal:
Improvement on the lives of customers through simple, effective solutions that meet their needs.

Are You Someone Who Can

  • Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business through ensuring effective management of the leads pipeline.
  • Produce consistently high-quality outputs within agreed deadlines.

You Will Be An Ideal Candidate If You

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential
  • Preferred Qualification - Certified Financial Planner (CFP)
  • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
  • Strong background in Banking /Investment / Financial Planning / Wealth Management

You Will Have Access To

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We Can Be a Match If You Are

  • Able to build sound relationships based on trust and openness.
  • Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Are you interested to take the step? We look forward to engaging with you further. Apply now

Additional Requirements

  • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
POST
FNB

*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
12/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

This advertiser has chosen not to accept applicants from your region.

Private Client Advisor

R1200000 - R2400000 Y FirstRand

Posted today

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Job Description

Job Description

Job requirements:

Must have RE5

NQF LEVEL 7 Fais approved/recognized qualification

Must be off supervision for sub cats 1.3 and 1.14

3 years Financial advice experience or Private Banking experience

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

  • Contribute to the development of larger overall area budget
  • Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration
  • Research and design a longer term financial resource requirement plan for the area of responsibility
  • Present the business case to motivate for financial resources
  • Analyse and develop implementation plans against the forecasted financial budget
  • Develop tactical budget for area of responsibility that minimise expenditure and manage costs
  • Control the budget for area including the authorisation of expenditures and implementation of financial regulations.
  • Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
  • Engage in cross-functional relationships to obtain and to provide work support
  • Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums
  • Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships.
  • Ensure that the customer is at the centre of the business philosophy, operations and ideas.
  • Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure
  • Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement
  • Creates risk awareness and manages audit findings
  • Participate in Group risk forums where required and cascades relevant information through team
  • Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies
  • Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions
  • Drive strategic projects, change management and platform integration across operations
  • Leverage Group capability to exploit opportunities
  • Ensure and encourage adherence to an operational framework of policies and procedures
  • Execute defined business strategy by translating it into the business operations
  • Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders
  • Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks
  • Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
  • Be aware of, and responsive to local conditions
  • Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement
  • Develop and implement a personal development plan
  • Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others
  • Share information and empower others to act
  • Acts as a role model for continuous professional development in area of expertise
  • Lead a development culture where information regarding successes, issues, trends and ideas are actively shared
  • Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
  • Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

08/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

This advertiser has chosen not to accept applicants from your region.

Part Time Client Advisor

Louis Vuitton

Posted today

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Job Description

Job responsibilities

Client Advisor
Louis Vuitton is the world's leading luxury brand, promoting a spirit of excellence, innovation, creativity and development. We are a prestigious pioneering brand in the field of fashion and accessories.

We currently have Part Time vacancies in our prestigious Johannesburg store. The successful candidate will be responsible for driving sales, providing excellent customer service and working together with their team to promote an outstanding environment for customers and staff alike to enjoy.

You will be meticulous, commercially minded, empathetic, curious and have a proven track record in sales or hospitality.

In return, you will join a winning, well established team who are experts in the field of sales and customer service. Roles are based in our vibrant and exciting central London stores, each with their own special characteristics and nearby attractions.

You will be provided with the industry leading training which offers you a in-depth insight into the luxury retail industry. In addition to this you will receive a generous benefits package, unparalled career development opportunities to work both locally & globally in addition to learning from the very best talent within the industry.

"Make your career a beautiful journey" with Louis Vuitton

Duties & Responsibilities

  • Drive and achieve individual and team objectives and be accountable for sales results
  • Welcome every Client and provide the best Client experience
  • Advise Clients across the Brand and all product categories
  • Engage with Clients to develop long-term relationships, leveraging different clienteling tools, in order to foster Brand loyalty
  • Perform as a team-player, participate in all activities contributing to the overall objectives of the store
  • Learn and master Brand and product knowledge
  • Respect Louis Vuitton Brand standards in terms of grooming and behavior
  • Follow the company's policies and procedures

Expected Attitudes & Skills

  • Curiosity
  • Empathy
  • Agility*
  • Commercial Mindset
  • Passion for the brand
  • Professional Attitude
  • Responsibility & Ownership
  • Agility willing to adapt to different clients and situations

Applicants need to have eligibility to work in South Africa.
Reference LVM29618

This advertiser has chosen not to accept applicants from your region.

Client Advisor Cape Town

R150000 - R250000 Y Louis Vuitton

Posted today

Job Viewed

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Job Description

About The Job
Client Advisor

THE LOUIS VUITTON PROMISE
"Whoever you are, whatever the purpose of your visit, I will cherish our time together. I will dare to discover who you are and encourage you to be true to yourself. You will trust me as your personal advisor. We will build a genuine relationship over time. Every time you come to Louis Vuitton, you will leave feeling enriched"

OVERALL MISSION
As a
Client Advisor
, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise. You will strive to discover your Clients and their every need, and to guide them across the Brand.

You will proactively reach out to your Clients in order to achieve individual and team goals.

Job responsibilities

  • Drive and achieve individual and team objectives and be accountable for sales results
  • Welcome every Client and provide the best Client experience
  • Advise Clients across the Brand and all product categories
  • Engage with Clients to develop long-term relationships, leveraging different clienteling tools, in order to foster Brand loyalty
  • Perform as a team-player, participate in all activities contributing to the overall objectives of the store
  • Learn and master Brand and product knowledge
  • Respect Louis Vuitton Brand standards in terms of grooming and behavior
  • Follow the company's policies and procedures

Profile

Curiosity Empathy *Agility Commercial Mindset Professional Attitude Passion for the Brand Responsibility & Ownership

  • Agility willing to adapt to different clients and situations

Reference LVM29619

This advertiser has chosen not to accept applicants from your region.

Bvlgari Client Advisor Fragrance

R180000 - R250000 Y Prestige Cosmetics Group

Posted today

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Job Description

Position : Fragrance Advisor

Department : Sales

Location : Arc Claremont

Reporting to : Store Manager

The Prestige Cosmetics Group is one of the subsidiaries of CAVI Brands and is one of the leading distributors of luxury fine fragrance, cosmetics, and specialised skincare in Southern Africa. Some of the luxurious brands include Chanel, Bvlgari, La Prairie, and Dolce & Gabbana to name a few. The Prestige Cosmetics Group epitomizes luxury, dynamism, sophistication and excellence and is offering an exciting opportunity for a driven and ambitious individual to join the team as a Retail Specialist for Chanel in ARC stores.

Purpose of the Role

The purpose of the role is to provide an exceptional client experience to maximise sales and profitability; to ensure that operating standards are executed and maintained, and to build and enhance the retailer brand image.

KEY RESPONSIBILITIES

MAXIMISE TURNOVER, PROFIT AND PRODUCTIVITY

  • Achieve monthly and annual sales targets
  • Assist in setting up and driving sales at events/launches/retailer activities
  • Provide feedback on sales/customer related issues or concerns timeously

BRAND MANAGEMENT

  • Monitor competitor activity, stay up to date with current industry trends
  • Ensure that hygiene and safety standards are maintained according to retailer requirements at all times
  • Adhere to and maintain brand standards at all times

STOCK MANAGEMENT, MERCHANDISING AND STORE OPERATIONS

  • Ensure that stock is merchandised according to merchandising guidelines
  • Report out of stocks to line manager daily to drive sales and maintain an exceptional client experience
  • Stock administration, stockloss prevention, stock level control and management
  • Implementation and adherence to operating procedures and policies at all times
  • Asset control and security
  • Point of sale

CUSTOMER EXPERIENCE

  • Provide an exceptional and consistent client experience to all clients
  • Uphold and reinforce the Client journey and experience standards
  • Build relationships, loyalty and inspire confidence in clients by providing fragrance recommendations
  • Use expert knowledge and skills when demonstrating fragrances to clients
  • Share fragrance tips, expert knowledge, current trends and provide customers with a personalised, educational experience
  • Drive increased customer data base (attraction of NEW customers)

TEAMWORK

  • Work in collaboration with other colleagues and stakeholders to ensure a harmonious working environment, contribute to the execution of the overall sales operational plan, participate in and support all events and hold each other accountable
  • Support and assist new team members with onboarding and orientation
  • Ensure that exceptional; consistent standards are maintained
  • Live the company values; conduct oneself with integrity at all times

ADMINISTRATION

  • Daily tracking sheets/reports completed and submitted as required
  • Implementation of CRM processes
  • Retail reports and updates as required

COMPETENCIES

  • Deciding and Initiating Action
  • Working with People
  • Relating & Networking
  • Adhering to Principles and Values
  • Persuading and Influencing
  • Planning and Organising
  • Delivering Results & Meeting Customer Expectations
  • Coping with pressure and setbacks

REQUIREMENTS/QUALIFICATIONS

  • Matric certificate
  • At least 3 years fragrance experience within a retail environment
  • Must be able to demonstrate retail knowledge and current industry trends
  • Must be a team player, an active learner and problem-solver
  • Must be willing to work weekends and shifts as required
  • Must have own transport

Job: Sales and Service

Primary Location: Arc Claremont

This advertiser has chosen not to accept applicants from your region.
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Private Client Advisor Rural

Kathu, Northern Cape R250000 - R750000 Y FNB South Africa

Posted today

Job Viewed

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Job Description

Job Description
To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

Hello future Private Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can

  • Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business through ensuring effective management of the leads pipeline.
  • Produce consistently high-quality outputs within agreed deadlines.

You Will Be an Ideal Candidate If You

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
  • Signed off on FAIS categories

You Will Have Access To

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.

We Can Be a Match If You Are

  • Able to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
  • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
POST
FNB

We look forward to engaging with you further. Apply now

*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
27/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

This advertiser has chosen not to accept applicants from your region.

client advisor cape town

R104000 - R130878 Y Louis Vuitton

Posted today

Job Viewed

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Job Description

Poste

Client Advisor

THE LOUIS VUITTON PROMISE

"Whoever you are, whatever the purpose of your visit, I will cherish our time together. I will dare to discover who you are and encourage you to be true to yourself. You will trust me as your personal advisor. We will build a genuine relationship over time. Every time you come to Louis Vuitton, you will leave feeling enriched"

OVERALL MISSION

As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise. You will strive to discover your Clients and their every need, and to guide them across the Brand.

You will proactively reach out to your Clients in order to achieve individual and team goals.

Missions

  • Drive and achieve individual and team objectives and be accountable for sales results
  • Welcome every Client and provide the best Client experience
  • Advise Clients across the Brand and all product categories
  • Engage with Clients to develop long-term relationships, leveraging different clienteling tools, in order to foster Brand loyalty
  • Perform as a team-player, participate in all activities contributing to the overall objectives of the store
  • Learn and master Brand and product knowledge
  • Respect Louis Vuitton Brand standards in terms of grooming and behavior
  • Follow the company's policies and procedures

Profil

Curiosity

Empathy

  • Agility

Commercial Mindset

Professional Attitude

Passion for the Brand

Responsibility & Ownership

  • Agility willing to adapt to different clients and situations
This advertiser has chosen not to accept applicants from your region.

Client Advisor Consumer&Private Clients

Kempton Park, Gauteng R90000 - R120000 Y Nedbank

Posted today

Job Viewed

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Job Description

*Job Requisition details *
Req:

Role: Client Advisor Consumer&Private Clients

Area: Kempton Park

Advert closing date: 15/08/2025

*Job Family *
Sales and Service

*Career Stream *
Sales

*Leadership Pipeline *
Manage Self: Technical (MST)

*FAIS Affected *
FAIS Affected - Yes

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 Nedbank's 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 Nedbank's 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

  • Diploma

Preferred Qualification
FAIS Approved Qualification

Minimum Experience Level
1 - 2 years Retail/Banking Client Service, Sales, Relationship experience

*Technical / Professional Knowledge *

  • Product sales skills
  • Sales Strategies
  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Building Trusting Relationships
  • Sales Persuasion
  • Technology Savvy
  • Planning and Organizing
  • Adaptability
  • Applied Learning

Please contact the Nedbank Recruiting Team

This advertiser has chosen not to accept applicants from your region.
 

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  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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