Job Description
About the Role
As a Client Advisor at Nedbank Head Office in Cape Town Central Suburbs, you will play a vital role in 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. You will respond to client needs by offering the right service and solution, build client trust by applying your expertise and experience to do good for your client.
Key Responsibilities
- Educate clients and potential clients on how to subscribe and service their account.
- Facilitate the sales process by informing clients of the product features and benefits.
- Document client needs analysis and provide corresponding product solutions.
- Own the client request end-to-end and route for alternative intervention if not equipped to service the client.
- Help clients achieve their goals and grow financially.
- Build, maintain, and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
Requirements
- 2-3 years Retail/Banking Client Service, Sales, Relationship experience
- Matric/Grade 12/National Senior Certificate
- Business Relevant Certificate or Diploma or Institute of Banking would be an advantage
- 120 FAIS Credits
- Fluent in English (language proficiency not specified)
Qualifications
- No formal education mentioned in original.
Salary & Benefits
No information provided on salary details.
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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