Investment Advisor

Investment Advisor (IA)

Location: Lekki Phase 1, Lagos.
Remuneration: ₦400,000 monthly gross

Role Summary

The Investment Advisor is responsible for acquiring and growing a portfolio of retail and high-net-worth clients by advising them on the company's investment products and helping them reach their financial goals. The role combines prospecting, needs analysis, product advisory and long-term relationship management.

Key Responsibilities

• Identify, approach and onboard new individual and corporate investors through referrals, networking, events and direct outreach.
• Conduct client needs assessments and risk profiling to recommend suitable investment solutions.
• Clearly explain product features, returns, risks, tenors and fees to clients.
• Meet and exceed monthly and quarterly sales and asset-under-management (AUM) targets.
• Guide clients through KYC/AML documentation and account opening in line with regulatory requirements.
• Manage and nurture an existing client book, ensuring retention, renewals and top-ups.
• Provide regular updates on portfolio performance, market developments and new offerings.
• Maintain accurate records of leads, activities and pipeline in the CRM.
• Resolve client enquiries and escalate complex issues to the appropriate teams.
• Represent the company professionally at client meetings, seminars and market activations.

Requirements

• Bachelor's degree or HND in Finance, Economics, Business Administration, Accounting or a related field.
• Minimum of 2 years' experience in investment (e.g., investment advisory, wealth or asset management, stockbroking or securities sales).
• Good understanding of Nigerian capital and money market instruments (fixed income, mutual funds, treasury bills, etc.).
• Excellent communication, presentation and negotiation skills.
• Self-motivated, target-driven and comfortable with commission-style, performance-based sales.
• Proficiency in Microsoft Office; familiarity with CRM tools is an advantage.

Preferred Qualifications

• Progress toward or completion of professional certifications (e.g., CFA, ICAN, ACCA, CISI, or SEC/CIS registration).
• An existing network of prospective investors.

Work Location: In person