Wealth Manager at Whip-smart Service Providers
Job Description
Whip-smart Service Providers is hiring an experienced Wealth Manager to support and grow its high-net-worth client base in Lagos. This role requires a client-centric financial advisor with deep expertise in wealth planning, portfolio management, and relationship-building.
Key Responsibilities:
- Manage a portfolio of high-net-worth clients by providing tailored investment and financial planning services
- Perform detailed financial assessments and recommend suitable strategies
- Build long-term client relationships through consistent engagement and strategic reviews
- Collaborate with internal teams to deliver informed, up-to-date investment advice
- Source new business through networking, partnerships, and client referrals
Requirements:
- 3–5 years’ experience in wealth management, private banking, or investment advisory
- Strong knowledge of investment products and financial planning principles
- Track record of client retention and revenue growth
- Excellent interpersonal and communication skills
- Bachelor’s degree in Finance, Economics, or related fields (CFA, CFP or similar certification is an added advantage)
- Familiarity with Nigeria’s financial and regulatory landscape
How to Apply:
Qualified candidates should send a resume and cover letter to whipsmartrecruitment@gmail.com using “Wealth Manager” as the subject line.
