Associate Investment Banking Private Wealth
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Key skills for this role
Role Overview
Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and maintaining high client service standards across Private Wealth.
Key Skills for This Role
Full Job Posting
Company Overview
Lesha Bank is seeking talent to contribute to its current growth phase and add value across the bank.
Purpose of the Role
Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and maintaining high client service standards across Private Wealth.
Client and Investment Responsibilities
- Support Relationship Directors in managing HNW and UHNW client portfolios.
- Participate in client meetings and prepare investment proposals, presentations, and portfolio reviews.
- Manage emails, documentation, and meeting notes for Relationship Directors.
- Run cash flow models and portfolio analysis in Excel.
- Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation.
- Monitor client portfolios and assist with periodic investment and performance reviews.
Operations and Coordination
- Drive client onboarding and coordinate KYC and account-opening processes.
- Track client pipelines, investments, and follow-ups.
- Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams on client requests and transactions.
- Support marketing and capital formation activities for private market and investment products.
- Mentor junior team members and support the Client Services team when required.
Requirements
- Ability to support Relationship Directors in managing HNW and UHNW private wealth client relationships.
- Ability to prepare investment proposals, presentations, portfolio reviews, and client documentation.
- Ability to run cash flow models and portfolio analysis in Excel.
- Ability to coordinate client onboarding, KYC, account opening, and transaction documentation.
- Ability to coordinate effectively with Investments, Operations, Compliance, Treasury, and Legal teams.
- Strong client relationship management and service orientation.
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