Associate Private Wealth
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Key skills for this role
About the Role
Support Relationship Directors in managing High-Net-Worth client portfolios, executing investment opportunities, and ensuring exceptional client service with strong communicatio.
Key Skills for This Role
Responsibilities
- Support Relationship Directors in managing HNW and 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
- Monitor client portfolios and assist in preparing periodic investment and performance reviews
- Support marketing and capital formation activities for private market and investment products
- Mentor junior team members and provide support to the Client Services team
Requirements
- Support Relationship Directors in managing HNW and UHNW client portfolios
- Participate in client meetings and prepare investment proposals and presentations
- Drive client onboarding and coordinate KYC and account opening processes
- Monitor client portfolios and assist in preparing periodic investment and performance reviews
- Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams
Full Job Posting
Role Overview
- Lesha Bank is searching for top tier individuals to contribute to the current growth phase.
- We are looking for an Associate Private Wealth reporting to the Chief Private Wealth Officer.
- Purpose: Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring high standard of client service.
Key Responsibilities
- Support Relationship Directors in managing HNW and 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.
- 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.
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