MLR Senior Client Advisor- Nedbank x1
Job Details
- Company: Nedbank
- Job Title: MLR Senior Client Advisor (Maternity Leave Replacement)
- Location: Sasolburg, Free State
- Job Requisition: 148103
- Job Family: Sales and Service
- Career Stream: Sales
- Leadership Pipeline: Manage Self: Technical (MST)
- FAIS Affected: Yes
- Employment Type: Maternity Leave Replacement
- Minimum Experience: 3–6 years
- Closing Date: 9 October 2026
Job Description
The MLR Senior Client Advisor will provide personalised financial advice, solutions and exceptional client service while helping clients understand and use Nedbank’s self-service and digital banking solutions.
The role focuses on building and retaining strong client relationships, identifying sales opportunities, providing suitable financial solutions and ensuring that client needs are addressed from start to finish. The successful candidate will also contribute to business growth while maintaining compliance with banking regulations and Nedbank policies.
Key Responsibilities
Client Engagement & Service
- Respond to client needs by providing appropriate financial products and services.
- Build and maintain long-term client relationships.
- Provide knowledgeable and professional client service.
- Understand clients’ financial needs and provide holistic solutions.
- Educate clients on account services and banking solutions.
- Guide clients on convenient, secure and cost-effective self-service channels.
- Manage client requests from start to finish and refer matters when specialist intervention is required.
- Keep clients informed about applications, queries and requests.
- Build trust and confidence through consistent and reliable service.
Sales & Business Development
- Identify cross-selling and upselling opportunities through quality client conversations.
- Facilitate the sales process by explaining product features and benefits.
- Conduct needs analysis and recommend appropriate financial products.
- Generate referrals from existing clients and leads from other business units.
- Develop, retain and grow the client base.
- Work towards individual and team sales and service targets.
- Increase primary-client market share through Core+ needs discussions.
- Promote salary and debit-order switching.
- Encourage clients to use Nedbank’s digital platforms.
- Identify and act on quality sales leads.
Financial Solutions & Stakeholder Management
- Provide financial strategies and advice to help clients achieve their financial goals.
- Contribute to client financial analysis.
- Make recommendations to credit where appropriate.
- Monitor the return of required security documentation.
- Collaborate with internal stakeholders to provide complete client solutions.
- Identify opportunities to improve processes, systems and policies.
Risk & Compliance
- Ensure compliance with applicable legislation, including FICA and FAIS requirements.
- Maintain accurate and up-to-date client information.
- Ensure appropriate accreditation and Letter of Authority requirements are maintained.
- Report suspicious transactions to the relevant department.
- Stay informed about legislative and industry changes affecting the role.
- Follow Nedbank security, operational and compliance policies and procedures.
Requirements
Qualification
- Advanced Diploma or National First Degree (NQF Level 7).
- FAIS-approved qualification is preferred.
Experience
- 3–6 years’ experience in retail or banking client service, sales or relationship management.
Technical Knowledge & Skills
- Product sales skills.
- Sales strategies.
- Product knowledge.
- Customer-service principles.
- Nedbank policies and procedures.
- Customer relationship management.
- Financial needs analysis and solution-based selling.
- Knowledge of relevant banking and financial-services compliance requirements.
Competencies
- Building customer loyalty.
- Building trusting relationships.
- Sales persuasion.
- Technology savvy.
- Planning and organising.
- Adaptability.
- Applied learning.
- Strong communication and interpersonal skills.
- Client-focused approach.
- Accountability and ownership.