Investment and Wealth Manager at Whip Smart Service Providers Limited

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 providers. We ensure that clients receive the very best standard of care and support that match their care needs, preferences and lifestyle in their various homes. We are passionate about our clients right to receive the highest quality of care in the comfort, security and familiarity of their own homes. Our staff are carefully selected, medically tested and screened by special security company. We take personal and professional references and look for staff with previous experience in our line of business.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.