Investment Advisor / Sales Manager
AI summary
Alan & Grant, a Human Resources and Business Advisory firm, is hiring an Investment Advisor / Sales Manager in Lagos for a client. The role focuses on driving business growth by managing relationships with Ultra High-Net-Worth and High-Net-Worth Individuals, originating and closing high-ticket investment opportunities, and exceeding sales and revenue targets. Candidates need 3–12 years of relevant experience in sales, relationship management, or investment advisory.
- Targets UHNI and HNI clients with high-value investment opportunities
- Full-time role based in Lagos, Nigeria
- Requires 3–12 years of sales or investment advisory experience
- Proven access to affluent client networks essential
- Apply via Alan & Grant's Zoho Recruit portal
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- Required3+ years of relevant experienceThe job post includes a minimum experience signal.
- PreferredPractical evidence in sales, Investment Advisor, Sales ManagerThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Investment Advisor / Sales Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Alan & Grant and the role in Not specified.
- Add concrete examples related to sales, Investment Advisor, Sales Manager, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from MyJobMag Nigeria; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- MyJobMag Nigeria
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Investment Advisor / Sales Manager role in sales, Investment Advisor?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Not specified under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Alan & Grant before the interview.
Ask what the first priorities will be in the role and how success will be measured.
Similar jobs to consider
Use AI to apply better
After confirming the original source, use Career Assistant to check role fit, tailor your CV and prepare a cover letter or employer message.
Original source description
Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients. ...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr... Read more about this company Investment Advisor / Sales Manager Job Type Full Time Qualification BA/BSc/HND Experience: 3 - 12 years Location Lagos Job Field Sales and Business Development Job Summary Our client is seeking a highly driven and relationship-focused Investment Advisor / Sales Manager to drive business growth by leveraging established relationships with Ultra High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and other affluent clientele. The ideal candidate will have a strong track record in relationship management and high-value sales, with direct access to affluent networks and the ability to originate, develop, and close high-ticket investment opportunities. Key Responsibilities: Develop and maintain strong relationships with UHNI, HNI, and affluent clients. Leverage an established network of high-value clients to generate new business and investment opportunities. Identify and engage prospective clients with significant investment capacity. Present and communicate investment opportunities clearly and persuasively to prospective and existing clients. Drive the complete sales cycle, from prospecting and relationship development through negotiation and deal closure. Achieve and exceed assigned sales, revenue, and investment mobilisation targets. Develop tailored investment solutions based on clients' financial objectives, risk appetite, and investment preferences. Maintain a high level of discretion and confidentiality when managing sensitive client relationships and financial information. Build long-term client relationships and identify opportunities for cross-selling and repeat business. Maintain accurate records of client interactions, prospects, opportunities, and sales activities. Requirements: 3–12 years of relevant sales, relationship management, or investment advisory experience. Proven experience: in luxury fashion & luxury automotive, banking, or investment banking, Demonstrable access to a strong network of HNI/UHNI clients. Proven ability to originate and close high-value transactions. A strong track record in meeting or exceeding sales targets. Experience: managing sophisticated and high-value client relationships Strong understanding of premium/luxury client service and expectations. Check how your CV aligns with this job Method of Application Interested and qualified? Go to Alan & Grant on alanandgrant.zohorecruit.com to apply Build your CV for free. Download in different templates.