WEALTH MANAGER AT WHIP SMART SERVICE PROVIDERS LIMITED | WEALTH MANAGER JOBS IN LAGOS

About Company:

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.

Job Description:

We are seeking a knowledgeable and results-driven Investment / Financial Advisor to join our team. In this role, you will provide expert financial guidance, helping individuals and businesses grow and protect their wealth through tailored investment strategies. If you are an analytical professional with a passion for financial planning and a proven track record in portfolio management, we invite you to help our clients achieve their long-term financial goals.

Requirements:

• Strategic Financial Planning: Assess clients' unique financial goals, risk tolerance, and current financial position to develop personalized investment roadmaps.

• Portfolio Management: Recommend and manage suitable investment products, including stocks, mutual funds, and bonds. Monitor market trends to adjust portfolios for optimal performance.

• Client Relationship Management: Build and maintain long-term professional relationships. Provide clients with consistent updates, performance reports, and ongoing education regarding wealth management strategies.

• Business Development: Actively prospect and onboard new clients through networking, referrals, and strategic business development efforts.

• Compliance & Integrity: Ensure all advisory services comply with relevant financial regulations, institutional policies, and ethical standards.

Qualifications and Skills:

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field.

• Experience: Proven professional experience as a Financial Advisor, Investment Advisor, or in a similar wealth management role.

• Certifications: Relevant professional certifications (e.g., CFP, CFA, or CIS) are considered a significant advantage.

• Technical Proficiency:

  • Deep understanding of financial markets, investment products, and risk assessment methodologies.

  • Exceptional analytical, problem-solving, and decision-making skills.

• Core Competencies: Strong communication and interpersonal skills, with an unwavering commitment to professional integrity.

Salary

Application Closing Date: Not specified

Application Instructions:

Interested and qualified candidates should forward their CV to: careers4@whip-smart.com.ng using the position as subject of email.