Associate - Private Wealth
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Key skills for this role
About the Role
Lesha Bank seeks an Associate – Private Wealth to support Relationship Directors in managing HNW and UHNW client portfolios. The role involves client onboarding, investment proposals, portfolio analysis, and coordination with internal teams.
Key Skills for This Role
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
Requirements
- 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
- 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
Full Job Posting
Purpose of the Role
- Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring a high standard of client service across the Private Wealth business.
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.
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