Associate - Investment Banking -Private Wealth

Overview

Key Responsibilities

• Support Relationship Directors in managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios.
• Participate in client meetings and assist in preparing investment proposals, presentations, and portfolio reviews.
• Manage emails, documentation, and meeting notes for Relationship Directors.
• Run cash flow models and portfolio analysis in Excel.
• Drive client onboarding and coordinate KYC and account-opening processes.
• Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation.
• Track client pipelines, investments, and follow-ups.
• Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams to ensure timely execution of client requests and transactions.
• Monitor client portfolios and assist in preparing periodic investment and performance reviews.
• Maintain strong client relationships and deliver exceptional client service standards.
• Support marketing and capital formation activities for private market and investment products.
• Mentor junior team members and provide support to the Client Services team when required.

Experience & Qualifications

• 4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
• Strong understanding of investment products, capital markets, and alternative investments.
• Experience dealing with HNW and UHNW clients.
• Strong communication, relationship management, and presentation skills.
• Fluency in English; Arabic is preferred.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Preferred to hold Professional qualifications such as CFA, CISI, or equivalent are considered an advantage.
• Advanced Excel (cash flow modelling, portfolio tracking, scenario analysis).
• Strong PowerPoint skills (client-ready presentations).
• Familiarity with CRM systems and portfolio management tools.
• Understanding of private markets / alternatives (preferred).
• Fluent in both Arabic and English, with strong verbal and written communication skills.

Success Factors

• Strong ownership mindset with the ability to independently manage, track, and follow up on multiple client requests and deliverables.
• Exceptional attention to detail with a focus on accuracy across client materials, transactions, and reporting.
• Proven execution capability with the ability to deliver high-quality outputs under tight timelines.
• Effective coordination skills, ensuring seamless collaboration across internal teams and timely completion of client-related activities.
• Proactive attitude with strong follow-through, anticipating the needs of Relationship Directors and clients.
• Strong organizational and prioritization skills, with the ability to manage multiple tasks and maintain structured tracking of client pipelines, requests, and deliverables.