{"id":1777411,"url":"https://alion.io/job/nedbank-client-advisor-3","title":"Client Advisor","company":{"id":1868711,"name":"Nedbank","domain":"nedbank.co.za","url":"https://alion.io/company/nedbank-co-za","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":{"grade":"A","score":100,"open_postings":11,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":11,"computed_at":"2026-10-10T05:45:15Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Durban, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":8500,"max_usd":23000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":8},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-10T21:20:38Z","board_verified":false,"closed_at":"2026-10-10T21:20:38Z","days_open":8,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":8},"description":"Requisition Details\nREQ Number:147974\nClosing Date: 09 October 2026\nLocation: Durban\nJob Family\nSales and Service\nCareer Stream\nSales\nLeadership Pipeline\nManage Self: Technical (MST)\nFAIS Affected\nFAIS Affected - Yes\nJob Purpose\nEducate 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.\nJob Responsibilities\nClient Engagement:\nRespond to client needs by offering the right service and solution.\nBuild client trust by applying your expertise and experience to do good for your client.\nEducate clients and potential clients on how to subscribe and service their account.\nTreat clients with respect, build trust, show care and humility in all client interactions.\nHelp clients achieve their goals and grow financially.\nOwn the client request end to end and route for alternative intervention if not equipped to service the client.\nEntrench clients and deliver value through cross selling.\nFacilitate the sales process by informing clients of the product features and benefits.\nDocument client needs analysis and provide corresponding product solutions.\nObtain referrals from existing clients as well as leads from other business units.\nBuild, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.\nEducate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.\nCollaborate with internal stakeholders to provide complete financial solutions for clients.\nEnsure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.\nEnsure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.\nAct with a client first mindset in all client engagements.\nNedbank Goals:\nContribute 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.\nDevelop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.\nIncrease 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.\nIdentify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.\nEnsure all sales activities are completed to plan, progress reviewed, and corrective action taken.\nSupport the achievement of the sales and service strategy objectives and values.\nEnable Nedbank's strategy of being financial experts who do good.\nCovert leads into sustainable business for Nedbank in a responsible manner.\nRisk and Compliance:\nMitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.\nReport suspicious transactions to the relevant department.\nKeep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.\nManage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).\nBe a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.\nEssential Qualifications - NQF Level\nDiploma\nPreferred Qualification\nFAIS Approved Qualification\nMinimum Experience Level\n1 - 2 years Retail/Banking Client Service, Sales, Relationship experience\nTechnical / Professional Knowledge\nProduct sales skills\nSales Strategies\nProduct Knowledge\nCustomer service principles\nNedbank policies and procedures\nCustomer relationship management\nBehavioural Competencies\nBuilding Customer Loyalty\nBuilding Trusting Relationships\nSales Persuasion\nTechnology Savvy\nPlanning and Organizing\nAdaptability\nApplied Learning\n---------------------------------------------------------------------------------------\n Please contact the Nedbank Recruiting Team at +27 860 555 566","description_format":"text","description_chars":4297,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-10-03T16:57:39Z"},{"event":"close","at":"2026-10-03T17:11:25Z"},{"event":"reopen","at":"2026-10-06T21:49:51Z"},{"event":"close","at":"2026-10-10T21:20:38Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/nedbank-client-advisor-3","json_url":"https://alion.io/job/nedbank-client-advisor-3.json","meta":{"generated_at":"2026-10-11T00:56:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1254,"day_limit":5000,"remaining_today":3746,"minute_limit":60,"resets_at":"2026-10-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1868711},"rest":"https://alion.io/mcp/rest/get_company?id=1868711"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fnedbank-client-advisor-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fnedbank-client-advisor-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fnedbank-client-advisor-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/nedbank-client-advisor-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fnedbank-client-advisor-3"}]}