Nedbank is hiring a Client Services Consultant (Entry level job)

Nedbank is looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. 

Closing date: Ongoing

Location: Cape Town

Job Responsibilities

Client Engagement:

  • 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.

  • Educate clients and potential clients on how to subscribe and service their account.
  • Treat clients with respect, build trust, show care and humility in all client interactions.

  • Help clients achieve their goals and grow financially.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Entrench clients and deliver value through cross selling.
  • Facilitate the sales process by informing clients of the product features and benefits.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

Banking Services (example, Higher Certificate in Banking Services – NQF5)

Minimum Experience Level

  • 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
  • A sound technical understanding of Collective Investment Schemes and Retirement product

Technical / Professional Knowledge

  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Planning and Organizing
  • Adaptability
  • Applied Learning

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