Wealth Manager

About the role

Whip-Smart Service Providers Limited is hiring a full-time Wealth Manager in Lagos and Abuja. The role grows the investment client base by acquiring new clients and selling investment products, while managing and monitoring client portfolios in line with their risk profiles and financial goals.

Key responsibilities

• Acquire new clients through active sales, referrals and networking to grow the investment client base.
• Market and sell investment products such as mutual funds, fixed income products, equities, alternative investments and structured products.
• Build and manage long-term client relationships as their primary point of contact.
• Manage and monitor client investment portfolios according to risk profiles, financial goals and market conditions.
• Provide investment advisory services and periodic portfolio reviews.
• 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.

Required profile

• 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.
• Professional certifications (CFA, CIS, SEC license or equivalent) are an added advantage.

Required skills

• Strong understanding of financial markets, portfolio management and investment strategies.
• Strong sales, negotiation and relationship management skills.
• Analytical mindset with strong financial and portfolio analysis skills.
• Excellent communication and presentation abilities.
• Client-focused, results-driven, with high ethical standards and regulatory awareness.

Remuneration is stated as NGN 800,000 - 1,000,000. Key performance indicators include year-on-year AUM growth, new client acquisition, sales revenue and inflows, client retention and satisfaction, portfolio performance and compliance adherence.