Investment and Wealth Manager (Lagos & Abuja)
Full-time
Whip Smart Service Providers Limited
Job title : Investment and Wealth Manager (Lagos & Abuja)
Job Location : Lagos Deadline : September 20, 2026 Quick Recommended LinksSalary :N800,000 - 1,000,000
The Wealth Manager will be responsible for acquiring, managing, and growing a portfolio of high-net-worth and retail clients. The role requires strong sales expertise in investment products, effective client relationship management, portfolio monitoring, and consistent growth of Assets Under Management (AUM) on a yearly basis.
Key Responsibilities
- Acquire new clients through active sales, referrals, and networking to grow the investment client base.
- Market and sell investment products including mutual funds, fixed income products, equities, alternative investments, and structured products.
- Build and manage long-term relationships with clients, serving as their primary point of contact.
- Manage and monitor client investment portfolios in line with risk profiles, financial goals, and market conditions.
- Provide investment advisory services and periodic portfolio reviews to clients.
- Achieve assigned sales targets, revenue goals, and yearly AUM growth targets.
- Prepare and present investment proposals, performance reports, and market updates to clients.
- Ensure proper onboarding, KYC, AML, and compliance with regulatory requirements.
- Collaborate with internal investment, operations, and compliance teams to deliver seamless client service.
- Track client activity, sales pipeline, and portfolio performance using CRM and reporting tools.
- Identify cross-selling and upselling opportunities within existing client portfolios.
Key Performance Indicators (KPIs)
- Year-on-year growth in Assets Under Management (AUM).
- New client acquisition rate.
- Sales revenue and investment inflows.
- Client retention and satisfaction levels.
- Portfolio performance and compliance adherence.
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 3–7 years’ experience in investment sales, wealth management, or relationship management.
- Proven track record in selling investment products and growing AUM.
- Strong understanding of financial markets, portfolio management, and investment strategies.
- Professional certifications (CFA, CIS, SEC license, or equivalent) will be an added advantage.
Required Skills & Competencie
- Strong sales, negotiation, and relationship management skills.
- Excellent communication and presentation abilities.
- Analytical mindset with strong financial and portfolio analysis skills.
- Client-focused with the ability to build trust and long-term relationships.
- Results-driven with the ability to meet and exceed targets.
- High ethical standards and strong regulatory awareness.
Vacancy posted 5 days ago
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