Job Description
About the Role
We are seeking a highly skilled and experienced Financial Services Representative to join our team at Nedbank Head Office in Cape Town. As a key member of our Client Engagement team, you will be responsible for educating clients on the functionality of self-service digital solutions, while solving their sales and service needs to meet business goals and growing market share.
Key Responsibilities
- Educate clients on how to subscribe and service their accounts
- Build client trust by applying your expertise and experience to do good for your client
- Respond to client needs by offering the right service and solution
- Facilitate the sales process by informing clients of 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
- 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
Requirements
- 2 – 3 years Retail/Banking Client Service, Sales, Relationship experience
- Matric / Grade 12 / National Senior Certificate or relevant business qualifications (e.g. Business Relevant Certificate or Diploma)
- 120 FAIS Credits
- Ability to work in a fast-paced environment and meet targets
Qualifications
- Minimum of Matric / Grade 12 / National Senior Certificate or equivalent qualification
Salary & Benefits
Salary range: TBA (to be advised).
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in South Africa
In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.
Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.
Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.
Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.
Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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