Whip-smart · Lagos, Nigeria

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Investmnet and Wealth Manager

Job Title: Investment and Wealth Manager

Location: Lagos and Abuja

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.
  • qhn 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.

Interested candidates should submit their CV with the subject line

“Wealth Manager – Investments.”

📍 Lagos, Nigeria💼 On-site⏰ Full Time
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Sales Representative/Field Marketer

Job Title: Sales Representative / Field Marketer

Industry: Fashion E-commerce / Retail

Location: Ikeja, Lagos Nigeria

Salary: ₦150,000 – ₦200,000 monthly

Work Schedule: 6 days a week

Working Hours: 9:00 AM – 7:00 PM or 10:00 AM – 8:00 PM

Gender Preference: Female

Job Summary

We are seeking a proactive, customer-focused, and results-driven Sales Representative / Field Marketer to join our team. The ideal candidate will attend to customers at the store, promote products, generate leads through field marketing, and drive sales growth. Candidates with digital marketing, social media management, content creation, and basic graphic design skills will have an added advantage.

Key Responsibilities

  • Attend to customers at the store and provide excellent customer service.
  • Promote and sell products to walk-in customers and prospective buyers.
  • Conduct field marketing activities to attract new customers and generate sales leads.
  • Identify potential customers and build relationships to increase sales.
  • Follow up on leads and convert prospects into paying customers.
  • Support sales and marketing campaigns to increase brand awareness and revenue.
  • Assist with social media management, content creation, and product promotion.
  • Create basic marketing designs using Canva and assist with simple video editing.
  • Maintain accurate records of sales, customer interactions, and leads generated.
  • Meet assigned sales targets and provide regular sales reports.

Requirements and Qualifications

  • HND or Bachelor’s degree in Marketing, Business Administration, or a related field.
  • Relevant sales, marketing, or customer service experience is an advantage.
  • Strong communication, persuasion, and interpersonal skills.
  • Ability to generate leads, attract customers, and close sales.
  • Basic knowledge of digital marketing and social media management.
  • Familiarity with Canva, content creation, and basic video editing.
  • Confidence in approaching potential customers and conducting field marketing activities.
  • Ability to work independently and meet sales targets.
  • An interest in fashion, retail, and e-commerce is an advantage.

Interested and qualified candidates should forward their CVs using Sales Representative / Field Marketer as the email subject, or WhatsApp.

📍 Lagos, Nigeria💼 On-site⏰ Full Time
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