The remuneration package for this position ranges from one million, two hundred thousand naira (₦1,200,000) to one million, five hundred thousand naira (₦1,500,000) per annum.
Job Summary
A seasoned and high-performing Investment/Financial Advisor is sought to deliver expert financial advice and tailored investment solutions to clients. The successful applicant will empower individuals and businesses to enhance and safeguard their financial assets by proposing appropriate financial instruments and overseeing client portfolios with precision.
Key duties encompass overseeing project timelines, coordinating cross-functional teams, and ensuring adherence to established standards. The position demands meticulous attention to detail, strong analytical capabilities, and the ability to prioritize tasks effectively. Additionally, responsibilities include managing stakeholder communications, resolving operational challenges, and maintaining compliance with regulatory guidelines. Proficiency in industry-specific tools and software, along with exceptional problem-solving skills, is essential for success in this role.
Evaluate clients’ financial objectives, risk tolerance levels, and existing financial circumstances to develop tailored strategies.
Craft customized financial and investment strategies tailored to individual client needs, objectives, and risk tolerance levels.
Provide tailored recommendations on investment products, including stocks, mutual funds, bonds, and other assets, based on clients’ financial goals and risk tolerance.
Track market developments and modify client portfolios in response to evolving investment conditions.
Foster enduring, mutually beneficial partnerships with clients through consistent engagement and proactive communication.
Deliver consistent progress updates and performance evaluations to clients on a regular basis.
Ensure adherence to all applicable financial regulations and internal company guidelines to maintain organizational integrity and legal compliance.
Proactively cultivate new client relationships by leveraging professional networks, strategic partnerships, and client referrals to expand the client base and drive sustainable growth.
Educate clients regarding financial planning, savings methodologies, and wealth management strategies.
A bachelor’s degree in a relevant field is required, along with a minimum of three years of professional experience in a comparable role. Proficiency in Microsoft Office Suite and strong organizational skills are essential. Additionally, candidates must demonstrate exceptional written and verbal communication abilities. The ideal applicant should exhibit a proven track record of project management and the capacity to work efficiently under tight deadlines. Familiarity with industry-specific software or tools is a plus, as is the ability to collaborate effectively within a team environment.
A bachelor’s degree in Finance, Economics, Accounting, or a closely related discipline is required.
Experienced professionals with a background as a Financial Advisor, Investment Advisor, or in a comparable capacity are encouraged to apply.
Demonstrates a comprehensive grasp of financial markets and investment products, along with the ability to apply this knowledge effectively in professional settings.
Relevant professional certifications, such as CFP, CFA, or CIS, would be considered a valuable asset.
Demonstrates exceptional proficiency in analytical reasoning and problem-solving, with a keen ability to dissect complex challenges and devise effective solutions.
Effective articulation and the ability to engage productively with others are essential for this role. Building and maintaining collaborative relationships is a key aspect of the position, requiring polished interpersonal skills and clear, concise verbal and written communication.
Maintains the highest standards of integrity and professionalism in all aspects of the role.
Proficient communication skills and a strong ability to collaborate effectively with diverse teams are essential. Problem-solving capabilities and adaptability to changing priorities are crucial for success in this role. Familiarity with industry-specific tools and software is often required, along with a keen attention to detail. The ideal candidate demonstrates both independence and the capacity to work well under pressure while maintaining high standards of accuracy. Experience in a similar position within this sector is typically expected, and a commitment to continuous learning is highly valued.
As a financial planning and advisory professional, you will provide comprehensive financial guidance to clients, assisting them in developing strategies to achieve their financial objectives. Your responsibilities will include analyzing financial data, assessing risks, and recommending tailored solutions to optimize their economic well-being. You must demonstrate proficiency in financial modeling, investment analysis, and regulatory compliance to ensure accurate and compliant recommendations. Strong interpersonal skills are essential for building trust and maintaining long-term client relationships. Additionally, staying abreast of market trends and evolving financial regulations will be critical to delivering informed and strategic advice.
Investment analysis and portfolio management involve evaluating financial opportunities, assessing risks, and strategically allocating assets to optimize returns. This role requires proficiency in financial modeling, market research, and data interpretation to support informed decision-making. Key responsibilities include conducting thorough investment appraisals, monitoring asset performance, and adjusting portfolios in response to market changes. Strong analytical skills, attention to detail, and a deep understanding of economic trends are essential for success in this position.
Client relationship management involves overseeing and nurturing interactions with key accounts to ensure satisfaction, retention, and long-term engagement, requiring strong communication skills, problem-solving abilities, and a customer-centric approach. Responsibilities include identifying client needs, addressing concerns promptly, and collaborating with internal teams to deliver tailored solutions that align with business objectives. Additionally, this role demands proficiency in CRM software, data analysis to track performance metrics, and the ability to build trust and rapport with stakeholders at all levels. Effective time management and adaptability are essential to meet evolving client demands and maintain high service standards.
We are seeking a proactive individual to drive revenue growth through strategic sales initiatives and business development efforts. The ideal candidate will possess a proven track record of meeting or exceeding sales targets, along with strong interpersonal skills to cultivate and maintain client relationships. Key responsibilities include identifying new business opportunities, negotiating contracts, and collaborating with cross-functional teams to ensure seamless deal execution. Proficiency in CRM tools, market analysis, and a deep understanding of industry trends are essential for success in this role. Additionally, the ability to work independently, meet deadlines, and adapt to dynamic market conditions is required.
Conducting comprehensive risk evaluations and making informed strategic decisions form the core responsibilities of this role. This position requires the ability to analyze potential threats, assess their impact, and develop mitigation strategies to safeguard organizational objectives. Proficiency in evaluating data, identifying vulnerabilities, and prioritizing risks based on likelihood and severity is essential. The successful candidate will demonstrate strong analytical thinking, problem-solving skills, and the capacity to make timely, well-reasoned choices under uncertainty. Experience in risk management frameworks, industry regulations, and decision-support tools is also required.
The role involves tracking and analyzing key performance indicators and other relevant metrics to evaluate operational effectiveness and drive continuous improvement. This includes establishing benchmarks, monitoring progress against targets, and generating detailed reports to support data-driven decision-making. Proficiency in interpreting performance data and identifying trends is essential, as is the ability to communicate insights clearly to stakeholders across departments. Familiarity with performance management systems and tools is required, along with strong analytical skills to interpret complex datasets and translate findings into actionable strategies.
Assets Under Management (AUM) expansion remains a critical priority, with a strong emphasis on steadily increasing fund volumes and attracting new investment capital. The role demands a proactive approach to client relationship management, ensuring high levels of satisfaction while identifying opportunities to upsell additional products and services. Additionally, the position requires a deep understanding of market trends, regulatory frameworks, and competitive dynamics to inform strategic decision-making. Proficiency in financial analysis, client acquisition, and retention strategies is essential, alongside the ability to collaborate effectively with cross-functional teams to drive sustainable growth.
Our role centers on expanding and maintaining a robust client base, with a strong emphasis on both acquiring new clients and ensuring high retention rates. Key responsibilities include identifying and pursuing potential clients, nurturing relationships to foster long-term partnerships, and implementing strategies to minimize client attrition. The position demands a proactive approach to business development, exceptional interpersonal skills, and a results-driven mindset to achieve and sustain growth in client acquisition and retention.
Portfolio performance is evaluated against established benchmarks to assess relative returns and risk-adjusted outcomes, ensuring alignment with strategic objectives and investment mandates.
Generated through advisory services, revenue plays a critical role in driving business growth and sustainability. This income stream supports strategic initiatives, enhances operational capabilities, and ensures the delivery of high-value solutions to clients. Effective management of these services requires a deep understanding of client needs, market dynamics, and industry trends to maximize profitability and maintain a competitive edge. Professionals in this domain must possess strong analytical skills, exceptional communication abilities, and a commitment to fostering long-term client relationships. By aligning advisory offerings with evolving market demands, organizations can optimize revenue potential while delivering measurable value to stakeholders.
Qualified applicants are encouraged to submit their CV to careers4@whip-smart.com.ng, ensuring the position title is included in the email subject line.
Qualifications
BA/BSc/HND , Professional Certificate
Experience Required
3 - 5 years
