Wealth Manager at Whip Smart Service Providers Limited

Salary: N1.2m- N1.5m

Job Summary

We are seeking a knowledgeable and results-driven Investment / Financial Advisor to provide clients with sound financial guidance and investment strategies. The ideal candidate will help individuals and businesses grow and protect their wealth by recommending suitable financial products and managing client portfolios.

Key Responsibilities

• Assess clients’ financial goals, risk tolerance, and current financial position
• Develop personalized financial and investment plans
• Recommend appropriate investment products (stocks, mutual funds, bonds, etc.)
• Monitor market trends and adjust client portfolios accordingly
• Build and maintain long-term relationships with clients
• Provide regular updates and performance reports to clients
• Ensure compliance with financial regulations and company policies
• Prospect and onboard new clients through networking and referrals
• Educate clients on financial planning, savings, and wealth management strategies

Requirements & Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• Proven experience as a Financial Advisor, Investment Advisor, or similar role
• Strong understanding of financial markets and investment products
• Relevant certifications (e.g., CFP, CFA, CIS) are an added advantage
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• High level of integrity and professionalism

Key Skills

• Financial planning and advisory
• Investment analysis and portfolio management
• Client relationship management
• Sales and business development
• Risk assessment and decision-making

KPIs / Performance Metrics

• Assets Under Management (AUM) growth
• Client acquisition and retention rate
• Portfolio performance vs. benchmarks
• Revenue generated from advisory services