Investment & Wealth Manager
AI summary
Whip Smart Service Providers Limited is hiring an Investment & Wealth Manager to join its team in Victoria Island, Lagos. The role involves developing customized investment strategies, managing portfolios, and building relationships with high-net-worth and corporate clients. Candidates should have a relevant bachelor's degree, 3–5 years of experience in wealth management or financial services, and strong analytical and business development skills.
- Full-time onsite role based in Victoria Island, Lagos
- Requires 3–5 years of investment advisory or wealth management experience
- CFA, CIS, ACA, ACCA, or CFP certifications are an added advantage
- Focus on portfolio management, business development, and client acquisition
- Apply by sending CV to careers4@whip-smart.com.ng with job title as subject
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.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, internship, financeThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Victoria IslandThe 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
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Investment & Wealth Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Whip Smart Service Providers Limited and the role in Victoria Island.
- Add concrete examples related to sales, internship, finance, 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 & Wealth Manager role in sales, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Victoria Island under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Whip Smart Service Providers Limited before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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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
Whip-smart service provider Ltd has two offices across Nigeria (Lagos and Port-harcourt) with her head office in Lagos. We invest in recruiting and training most skilled, qualified care givers who will offer the best services to our clients in accordance to the company’s high standard. Our services are considerably more affordable to most healthcare provid... Read more about this company Investment & Wealth Manager Job Type Full Time , Onsite Qualification BA/BSc/HND Experience: 3 years Location Lagos City Victoria Island Job Field Sales and Business Development Job Summary The Investment & Wealth Manager is responsible for providing personalized investment and wealth management solutions to clients. The role involves developing financial strategies, managing investment portfolios, identifying new business opportunities, and building long-term relationships with high-net-worth individuals, corporate clients, and institutional investors. The ideal candidate should possess strong analytical skills, excellent relationship management abilities, and a deep understanding of financial markets and investment products. Key Responsibilities: Develop and implement customized investment and wealth management strategies for clients. Build and maintain strong relationships with new and existing clients. Conduct financial needs assessments and recommend suitable investment products. Monitor investment portfolios and provide periodic performance reviews. Research financial markets, economic trends, and investment opportunities. Identify and acquire new clients through networking, referrals, and business development activities. Ensure compliance with regulatory requirements: and internal investment policies. Prepare investment proposals, reports, and presentations for clients. Collaborate with internal teams to deliver exceptional client service. Stay updated on market developments and industry best practices. Requirements: Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field. Minimum of 3–5 years of experience: in investment advisory, wealth management, asset management, or financial services. Professional certifications such as CIS, CFA, ACA, ACCA, or CFP are an added advantage. Strong understanding of investment products, financial markets, and portfolio management. Proven ability to meet business development and revenue targets. Excellent communication, negotiation, and presentation skills. Strong analytical and problem-solving abilities. Proficiency in Microsoft Office Suite and financial analysis tools. Core Competencies Investment Advisory Wealth Planning Portfolio Management Financial Analysis Relationship Management Business Development Risk Assessment Negotiation Skills Client Service Excellence Strategic Thinking Attention to Detail Integrity and Professionalism Key Performance Indicators (KPIs) Achievement of investment and revenue targets. Growth in assets under management (AUM). Client acquisition and retention rate. Portfolio performance against benchmarks. Client satisfaction and relationship management. Compliance with regulatory and internal policies. Timely submission of investment reports and client reviews. Check how your CV aligns with this job Method of Application Interested and qualified candidates should send their CV to careers4@whip-smart.com.ng using Job Title as Subject Build your CV for free. Download in different templates.