Investment and Wealth Manager
AI summary
Whip Smart Service Providers Limited is hiring an Investment and Wealth Manager in Lagos to acquire, manage, and grow a portfolio of high-net-worth and retail clients. The role focuses on selling investment products, managing portfolios, and achieving yearly AUM growth targets. Salary is N800,000 – N1,000,000.
- Full-time onsite role based in Lagos
- Salary range of N800,000 – N1,000,000
- Requires 3–7 years of relevant experience
- Focus on investment sales, portfolio management, and AUM growth
- Requires BA/BSc/HND; MBA/MSc/MA is an added advantage
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 N800,000 - 1,000,000. 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 sales, retail, internshipThe 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
- VerifyLicence, permit or professional registration
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Investment and 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 Not specified.
- Add concrete examples related to sales, retail, internship, 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.
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 and Wealth Manager role in sales, retail?
- 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.
Similar jobs to consider
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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...
Investment and Wealth Manager
Job Type: Full Time
,
Onsite
Qualifications
- BA/BSc/HND
- ,
- MBA/MSc/MA
Experience
3 - 7 years
Location: Lagos
Job Field: Insurance
,
Sales and Business Development
Salary :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 & Competencies
- 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.
- Check how your CV matches this job
Method of Application
- Interested candidates should submit their CV to
- careers4@whip-smart.com.ng
- with the subject line: “Wealth Manager – Investments.”
- Build your CV for free.
- Download in different templates.