Investment & Portfolio Manager
AI summary
Whip-Smart Service Providers Limited is hiring an Investment & Portfolio Manager in Victoria Island, Lagos. The role involves developing tailored investment and wealth management strategies, managing portfolios, and building relationships with high-net-worth and corporate clients. The position offers a monthly salary of NGN 1,000,000 – 1,200,000 and requires a degree and 3–5 years of relevant experience.
- Full-time role based in Victoria Island, Lagos
- Monthly salary of NGN 1,000,000 – 1,200,000
- Requires 3–5 years of investment or wealth management experience
- Professional certifications such as CFA or ACCA are an added advantage
- Focus on portfolio management, business development, and client relationships
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Source salary availableThe source lists NGN 1,000,000 - 1,200,000 Monthly. Confirm the final pay, benefits, contract terms and allowances directly with the employer before accepting an offer.
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 call_center, internship, no_experienceThe 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
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Investment & Portfolio 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 Not specified.
- Add concrete examples related to call_center, internship, no_experience, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from Jobberman Nigeria; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
Source and safety check
- Jobberman 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 & Portfolio Manager role in call_center, internship?
- 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 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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Original source description
Investment & Portfolio Manager Whip-Smart Service Providers Limited Accounting, Auditing & Finance Today Easy apply New Lagos Full Time Banking, Finance & Insurance NGN 1,200,000 - 1,500,000 Share link Share on WhatsApp Share on LinkedIn Share on Facebook Share on Twitter Share via SMS 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. Min Qualification: Degree Experience: Level: Mid level Experience: Length: 3 years Language Requirement: English Working Hours: Full Time - 8 to 5 Applicant Location: Lagos, Nigeria Job descriptions & requirements: 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. Location: Victoria Island, Lagos Remuneration: NGN1,000,000 - 1,200,000 Monthly About Whip-Smart Service Providers Limited Whip-Smart Service Providers Limited, a recruitment company in Ikeja, is currently hiring across Customer Service & Support, Marketing & Communications, and Human Resources. Of the 26 open positions, 24 are based in Lagos, 1 is based in Rest of Nigeria, and 1 is based in Nigeria. The roles range from trainee and entry-level opportunities to mid-level, senior-level, and executive positions, with most openings suited to candidates with 0–5 years of experience. Log In and Apply Important safety tips Do not make any payment without confirming with the Jobberman Customer Support Team. If you think this advert is not genuine, please report it via the Report Job link below. Report Job