Company: Nedbank
Job Title: Client Advisor
Requisition Number: REQ147660
Location: Shoshanguve, Pretoria, Gauteng
Job Family: Sales and Service
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical (MST)
FAIS Status: FAIS Affected
Minimum Qualification: Diploma (NQF Level)
Experience Required: 1–2 years
Closing Date: 11 September 2026
Client Advisor Job Opportunity at Nedbank
Nedbank is inviting suitably qualified and experienced candidates to apply for a Client Advisor position based in Shoshanguve, Pretoria. The role is focused on delivering quality client service while helping customers understand and use Nedbank’s digital self-service solutions.
The successful candidate will also be responsible for identifying suitable financial products and services that meet client needs. This includes supporting sales activities, strengthening customer relationships, assisting with account-related requests and contributing towards the growth of the Nedbank client base.
This position is particularly suited to candidates who enjoy working directly with customers, have strong communication abilities and are comfortable working in a sales-driven banking environment.
Key Purpose of the Role
The main purpose of the Client Advisor position is to educate clients about Nedbank’s digital self-service channels while addressing their sales and service requirements.
The successful candidate will need to understand customer needs, recommend appropriate solutions and ensure that clients receive professional assistance throughout their interactions with the bank.
The role combines customer service, relationship management, sales, digital education and compliance.
Key Responsibilities
Client Service and Engagement
The Client Advisor will be expected to:
- Understand client requirements and recommend appropriate products or services.
- Respond professionally to customer queries and requests.
- Build confidence and trust through knowledgeable and respectful service.
- Explain how clients can subscribe to and manage their accounts.
- Take ownership of customer requests from beginning to end.
- Refer matters to the appropriate internal team when further assistance is required.
- Keep clients informed about applications, queries and requests.
- Ensure that customers feel welcomed, heard and valued.
- Assist clients in achieving their financial goals through suitable solutions.
- Educate customers on secure, convenient and cost-effective digital banking channels.
Sales and Relationship Management
A significant part of the position involves supporting Nedbank’s sales objectives.
The successful candidate will:
- Identify opportunities to cross-sell appropriate products.
- Explain product features and benefits to prospective and existing clients.
- Conduct needs analysis and recommend corresponding solutions.
- Generate referrals from existing customers and other business units.
- Develop and maintain strong client relationships.
- Convert leads into sustainable business responsibly.
- Support activities aimed at increasing Nedbank’s market share.
- Assist clients with relevant Core+ needs discussions, salary switching and debit order switching.
- Encourage clients to use Nedbank’s digital platforms.
The employee will also be expected to work towards individual and team targets while contributing to a positive overall customer experience.
Risk, Compliance and Banking Requirements
Because this is a FAIS-affected position, compliance is an important part of the role.
The successful candidate must ensure that client information is accurately maintained and that relevant legislative and regulatory requirements are followed.
Responsibilities include:
- Complying with FICA, FAIS and applicable banking requirements.
- Maintaining the required accreditation and Letter of Authority requirements.
- Reporting suspicious transactions through the appropriate channels.
- Following Nedbank’s policies, procedures and internal controls.
- Staying informed about changes in legislation and industry requirements.
- Managing operational and client-related risks.
- Following procedures designed to identify fraudulent or invalid identity documents.
- Completing all activities in accordance with required security and compliance standards.
Minimum Requirements
Qualification
Candidates must have a Diploma at NQF Level.
A FAIS-approved qualification is listed as the preferred qualification.
Experience
Applicants should have 1–2 years of experience in one or more of the following areas:
- Retail banking
- Client service
- Sales
- Relationship management
Skills and Knowledge
Candidates should have knowledge or capability in:
- Product sales.
- Sales strategies.
- Product knowledge.
- Customer service principles.
- Customer relationship management.
- Nedbank policies and procedures.
The role also requires strong behavioural competencies, including:
- Building customer loyalty.
- Developing trusting relationships.
- Sales persuasion.
- Technology proficiency.
- Planning and organisation.
- Adaptability.
- Applied learning.
Why Consider This Opportunity?
The Client Advisor position offers an opportunity to work within a major banking environment while developing experience across sales, customer service, relationship management and digital banking.
The role is also suitable for professionals who want to strengthen their ability to identify customer needs and match those needs with responsible financial solutions.
Location
Shoshanguve, Pretoria, Gauteng, South Africa
Closing Date
11 September 2026
Candidates interested in this opportunity should ensure that they meet the qualification and experience requirements before submitting their application.
Enquiries
For assistance relating to recruitment, candidates can contact the Nedbank Recruiting Team on:
+27 860 555 566
Important Information
This vacancy is for a Client Advisor position under Nedbank’s Sales and Service job family. Candidates should carefully review the qualification, experience, FAIS and technical requirements before applying.
Nedbank is a registered financial services provider and registered credit provider. Applicants should use the official Nedbank recruitment process when applying and should be cautious of anyone requesting payment in exchange for employment.
Job Summary
Job Detail Information Employer Nedbank Position Client Advisor Requisition Number REQ147660 Location Shoshanguve, Pretoria Job Family Sales and Service Career Stream Sales Qualification Diploma – NQF Level Preferred Qualification FAIS Approved Qualification Experience 1–2 years FAIS Affected Yes Closing Date 11 September 2026 Recruitment Contact +27 860 555 566
Final Thoughts
The Nedbank Client Advisor vacancy in Shoshanguve presents an opportunity for an experienced customer-service or sales professional to work in a banking environment. The successful candidate will play an important role in helping clients access banking solutions, adopt digital channels, receive quality service and find products that meet their financial needs.
If you meet the Diploma requirement, have the required 1–2 years of relevant experience and are comfortable working in a sales and client-service environment, this opportunity may be worth considering before the 11 September 2026 closing date.