Investment and Wealth Manager

About this role

The role is for an Investment and Wealth Manager responsible for acquiring, managing and growing a portfolio of high-net-worth and retail clients. It involves selling investment products, managing client relationships, monitoring portfolios, and driving yearly growth in assets under management (AUM). The position is based in Abuja with additional Lagos locations mentioned in the source. The employer operates in fashion e-commerce/retail and is seeking a full-time professional to deliver investment advisory services and targeted sales outcomes.

What you would do

• Build and maintain long-term client relationships as the primary contact.
• Track client activity, sales pipeline and portfolio performance using CRM and reports.
• Market and sell investment products such as mutual funds, fixed income, equities, alternatives and structured products.
• Acquire new clients through sales, referrals and networking.
• Manage and monitor client portfolios according to risk profiles and goals.
• Ensure onboarding, KYC, AML and regulatory compliance.
• Prepare and present investment proposals, performance reports and market updates.
• Provide investment advisory services and conduct periodic portfolio reviews.
• Achieve sales targets, revenue goals and annual AUM growth.
• Identify cross-selling and upselling opportunities within client portfolios.

What they are asking for

• 3–7 years’ experience in investment sales, wealth management or relationship management.
• Strong understanding of financial markets, portfolio management and investment strategies.
• Proven track record in selling investment products and growing AUM.
• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• Professional certifications (CFA, CIS, SEC license or equivalent) are an advantage.

Listing details are summarised from the source. Always confirm the role and the employer on the original posting before applying, and never pay to apply for a job.