Associate – Private Wealth

About the Role

Lesha Bank is actively seeking talented and driven professionals to join us during our growth phase. We are in search of exceptional individuals who are eager to make a meaningful impact immediately. Each day presents unique challenges, providing valuable opportunities for both contribution and personal growth. The current opening is for an Associate in Private Wealth Management reporting directly to the Chief Private Wealth Officer.

Key Responsibilities

• Assist Relationship Directors in the management and growth of portfolios for High-Net-Worth and Ultra-High-Net-Worth clients.
• Participate in client meetings and prepare investment proposals, presentations, and portfolio reviews while managing emails, documentation, and meeting minutes for Relationship Directors.
• Develop cash flow models and perform portfolio analyses using Excel.
• Facilitate client onboarding processes, including coordination of KYC and account opening procedures.
• Follow up with clients regarding investment opportunities, subscriptions, redemptions, and required documentation; maintain tracking of client pipelines and investments.
• Liaise with investment, operations, compliance, treasury, and legal teams to ensure prompt execution of client requests and transactions.
• Monitor client portfolios and help prepare regular investment and performance reports.
• Maintain strong client relationships by delivering excellent service standards.
• Support marketing and capital formation initiatives related to private market and investment products.
• Mentor junior staff and assist the Client Services team as needed.

Experience & Qualifications

• 4 to 7 years of relevant experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
• Comprehensive understanding of investment products, capital markets, and alternative investments.
• Proven experience working with High-Net-Worth and Ultra-High-Net-Worth clients.
• Excellent communication, client relationship management, and presentation capabilities.
• Fluency in English required; proficiency in Arabic is a plus.
• Bachelor’s degree in Finance, Business Administration, Economics, or related discipline.
• Professional qualifications such as CFA or CISI are advantageous.
• Advanced skills in Excel, including cash flow modeling, portfolio tracking, and scenario analysis.
• Strong PowerPoint proficiency for client-ready presentations.
• Familiarity with CRM systems and portfolio management tools.
• Understanding of private markets and alternative investments is preferred.
• Strong verbal and written communication skills in both Arabic and English.

Success Factors

• Strong sense of ownership with the ability to independently track and follow up on multiple client requests and deliverables.
• Exceptional attention to detail ensuring accuracy in client materials, transactions, and reporting.
• Demonstrated ability to deliver high-quality outcomes under tight deadlines.
• Effective coordination skills facilitating smooth collaboration across various internal departments.
• Proactive approach with excellent follow-through and anticipation of Relationship Directors’ and clients’ needs.
• Well-developed organizational and prioritization skills, managing numerous tasks and maintaining structured tracking of client pipelines and requests.