Investment Advisor / Sales Manager

Investment Advisor / Sales Manager

Job Type Full Time

Qualification BA/BSc/HND

Experience 3 - 12 years

Location Lagos

Job Field Sales and Business Development

Job Summary

• Our client is seeking a highly driven and relationship-focused Investment Advisor / Sales Manager to drive business growth by leveraging established relationships with Ultra High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and other affluent clientele.

• The ideal candidate will have a strong track record in relationship management and high-value sales, with direct access to affluent networks and the ability to originate, develop, and close high-ticket investment opportunities.

Key Responsibilities

• Develop and maintain strong relationships with UHNI, HNI, and affluent clients.

• Leverage an established network of high-value clients to generate new business and investment opportunities.

• Identify and engage prospective clients with significant investment capacity.

• Present and communicate investment opportunities clearly and persuasively to prospective and existing clients.

• Drive the complete sales cycle, from prospecting and relationship development through negotiation and deal closure.

• Achieve and exceed assigned sales, revenue, and investment mobilisation targets.

• Develop tailored investment solutions based on clients' financial objectives, risk appetite, and investment preferences.

• Maintain a high level of discretion and confidentiality when managing sensitive client relationships and financial information.

• Build long-term client relationships and identify opportunities for cross-selling and repeat business.

• Maintain accurate records of client interactions, prospects, opportunities, and sales activities.

Requirements

• 3–12 years of relevant sales, relationship management, or investment advisory experience.

• Proven experience in luxury fashion & luxury automotive, banking, or investment banking,

• Demonstrable access to a strong network of HNI/UHNI clients.

• Proven ability to originate and close high-value transactions.

• A strong track record in meeting or exceeding sales targets.

• Experience managing sophisticated and high-value client relationships

• Strong understanding of premium/luxury client service and expectations.