Senior Client Advisor at Nedbank, Alexandra Mall Johannesburg
Nedbank · Alexandra Mall, Johannesburg, Gauteng
Overview
Nedbank is looking for a Senior Client Advisor to join their Sales team at Alexandra Mall in Johannesburg. In this role you will give clients personalised financial advice, help them with self-service banking solutions and build lasting relationships. If you have 3 to 6 years of retail or banking client service experience and a passion for helping people grow financially, this is a great opportunity to grow your career with one of South Africa's big banks.
About the role
As a Senior Client Advisor at Nedbank, you will be the friendly face that clients trust with their money and banking needs. You will work at the Alexandra Mall branch in Johannesburg, helping clients understand their options and find the right financial solutions for their goals.
What you will be doing:
- Responding to client needs with the right service and solution, and nurturing long term relationships
- Educating clients on how to use self service channels like the app and online banking to save time and money
- Discovering client needs through quality conversations and providing financial strategies and advice
- Identifying cross selling opportunities and facilitating the sales process by explaining product features and benefits
- Obtaining referrals and leads from existing clients and other business units
- Providing complete solutions by working with internal stakeholders and monitoring security documentation
- Mitigating risks and meeting legislative requirements like FICA and FAIS by keeping client information up to date
- Staying on top of industry changes and legislation that affect your role
Application note: Please apply on Nedbank's official careers site. For queries you can contact the Nedbank Recruiting Team at +27 860 555 566.
Requirements
- NQF Level Advanced Diploma or National 1st Degree as an essential qualification
- FAIS approved qualification preferred
- Minimum 3 to 6 years of experience in retail or banking client service, sales and relationship management
- Strong product sales skills and knowledge of sales strategies
- Solid product knowledge and understanding of customer service principles
- Knowledge of Nedbank policies, procedures and customer relationship management
- Behavioural competencies: building customer loyalty, building trusting relationships, sales persuasion, technology savvy, planning and organizing, adaptability and applied learning
Responsibilities
- Provide personalised advice and financial solutions to clients
- Educate clients and potential clients on how to subscribe and service their accounts
- Show clients how to use self service solutions securely and conveniently
- Discover client needs and provide financial strategies using a holistic approach
- Own the client request from start to finish and route for alternative intervention if needed
- Identify cross selling opportunities and inform clients of product features and benefits
- Document needs analysis and provide suitable financial product solutions
- Obtain referrals from existing clients and leads from other business units
- Keep clients informed on the progress of applications, queries and requests
- Network and collaborate with internal stakeholders to provide complete solutions
- Provide input into client financial analysis and make recommendations to credit
- Report suspicious transactions to the relevant department
- Meet service excellence, teamwork and personal development goals
- Increase market share by entrenching clients through Core+ needs discussions, salary and debit order switching and digital platform enrollment
Job details
- Organisation
- Nedbank
- Location
- Alexandra Mall, Johannesburg, Gauteng
- Job type
- Full time
- Experience level
- Senior (3+ years)
- Education
- Advanced diploma
- Category
- Banking & Insurance
- Posted
- 5 November 2026 (2 days ago)
- Closing date
- 10 November 2026
- Application Method
- Apply online
Success Guide
When applying for this role, make sure your CV clearly shows your experience in banking or retail client service, especially any sales and relationship building work. Retail banking is all about trust so think of examples where you went the extra mile for a client. At the interview, expect questions about how you handle difficult clients, explain financial products simply and spot opportunities to help clients. It helps to have a basic understanding of FAIS and FICA rules because you will need to follow them strictly. Since the role is at Alexandra Mall in Johannesburg, be ready to talk about how you would serve the local community. Apply online at Nedbank's careers site and make sure you meet the closing date of 10 November 2026.
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