Senior Wealth Manager

Company Description

Efficient Wealth, a division of Efficient Group, is a diversified financial services provider offering professional advice, quality services, and tailored investment products. Established in 2002, the group now serves over 75,000 clients including individual investors, institutions, corporations, intermediaries, and pension funds through its extensive network across South Africa. Based on a three-pillared organizational structure—financial services, solutions, and investments—Efficient Wealth ensures comprehensive financial support.

As an authorized financial service provider (FSP 655), the company employs over 450 professionals, including more than 200 registered financial advisors.

This is a full‑time on‑site role located in Bellville for a Senior Wealth Manager at Efficient Wealth. The Senior Wealth Manager will collaborate with clients to provide comprehensive financial planning, investment advice, and wealth management solutions tailored to their goals. Key responsibilities include creating and executing financial strategies, managing client portfolios, and ensuring compliance with regulatory requirements. The incumbent will also identify opportunities for insurance coverage and other financial products that align with client needs.

• Strong expertise in Financial Planning and Investments
• Proficiency in Investment Management and Finance principles
• In‑depth understanding of Insurance and risk management solutions
• Exceptional interpersonal, communication, and client relationship management skills
• Minimum of a bachelor’s degree in Finance, Economics, or related field
• Relevant certifications such as CFP (Certified Financial Planner) are highly advantageous
• Proven track record in wealth management and client portfolio growth
• Ability to work effectively on‑site and collaborate with a team