Investment & Portfolio Manager

Responsibilities:

Develop and implement customized investment and wealth management strategies for clients. Build and maintain strong relationships with new and existing clients. Conduct financial needs assessments and recommend suitable investment products. Monitor investment portfolios and provide periodic performance reviews. Research financial markets, economic trends, and investment opportunities. Identify and acquire new clients through networking, referrals, and business development activities. Ensure compliance with regulatory requirements and internal investment policies. Prepare investment proposals, reports, and presentations for clients. Collaborate with internal teams to deliver exceptional client service. Stay updated on market developments and industry best practices.

Requirements:

Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field. Minimum of 3–5 years of experience in investment advisory, wealth management, asset management, or financial services. Professional certifications such as CIS, CFA, ACA, ACCA, or CFP are an added advantage. Strong understanding of investment products, financial markets, and portfolio management. Proven ability to meet business development and revenue targets. Excellent communication, negotiation, and presentation skills. Strong analytical and problem-solving abilities. Proficiency in Microsoft Office Suite and financial analysis tools.

Core Competencies:

Investment Advisory Wealth Planning Portfolio Management Financial Analysis Relationship Management Business Development Risk Assessment Negotiation Skills Client Service Excellence Strategic Thinking Attention to Detail Integrity and Professionalism

Key Performance Indicators (KPIs):

Achievement of investment and revenue targets. Growth in assets under management (AUM). Client acquisition and retention rate. Portfolio performance against benchmarks. Client satisfaction and relationship management. Compliance with regulatory and internal policies. Timely submission of investment reports and client reviews.

Location: Victoria Island, Lagos

Remuneration: NGN1,000,000 - 1,200,000 Monthly