Investment & Portfolio Manager
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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
Job opportunities at Whip-Smart Service Providers Limited
Whip-Smart Service Providers Limited is currently hiring across Customer Service & Support, Human Resources, and Sales roles. Of the 21 open positions, 20 are based in Lagos and 1 is based in Nigeria. The vacancies range from trainee and entry-level roles through to mid-level and senior positions.
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