Job Overview
Company: Nedbank
Position: Client Advisor
Location: Pretoria, Gauteng
Job Type: Permanent
Closing Date: 17 February 2026
Job Reference Number: 142836
FAIS Affected: Yes
Role Purpose
The Client Advisor will educate clients on self-service digital banking solutions while addressing their sales and service needs. The role focuses on enhancing customer experience, achieving business targets, and contributing to market share growth.
Key Responsibilities
Client Engagement: Understand client needs, provide suitable financial solutions, build strong relationships, and promote digital self-service platforms.
Sales & Cross-Selling: Drive product sales, identify cross-selling opportunities, and generate referrals or leads.
Service Delivery: Manage client requests from start to finish, resolve queries efficiently, and ensure a seamless onboarding experience.
Compliance & Risk: Adhere to legislative and regulatory requirements (FICA, FAIS), identify potential risks, and report suspicious transactions where necessary.
Business Growth: Support Nedbank’s service excellence strategy by increasing digital adoption and conducting needs-based financial discussions.
Requirements & Qualifications
Education: Minimum NQF Level 6 Diploma (FAIS-approved qualification preferred).
Experience: 1–2 years’ experience in Retail/Banking Client Service, Sales, or Relationship Management.
Technical Knowledge:
Understanding of product sales and sales strategies
Knowledge of customer service principles and CRM systems
Familiarity with Nedbank policies and procedures
Skills & Attributes
Customer Focus: Strong ability to build customer loyalty and trusted relationships.
Sales Ability: Persuasive with strong selling and negotiation skills.
Technology Savvy: Comfortable promoting and supporting digital banking solutions.
Organisation: Good planning and organising skills.
Adaptability: Able to work effectively in a dynamic banking environment.
How to Apply
Online Application: Submit your application via the official Nedbank careers portal using the link below:
https://jobs.nedbank.co.za/job/Pretoria-Client-Advisor/1292604301/
Enquiries: For further information, contact the Nedbank Recruiting Team at +27 860 555 566.
Ensure you meet the FAIS and qualification requirements before applying. Submit your application before the closing date (17 February 2026).
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