Requirements
The role requires 4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking, with a strong understanding of investment products, capital markets, and alternative investments, and experience dealing with HNW and UHNW clients. Candidates must possess strong communication, relationship management, and presentation skills, fluency in English, and a Bachelor's degree in Finance, Business Administration, Economics, or a related field. Advanced Excel skills for cash flow modeling, portfolio tracking, and scenario analysis, along with strong PowerPoint skills for client-ready presentations, are essential. Familiarity with CRM systems and portfolio management tools is also required.
Description
Lesha Bank is searching for the greatest talent and brightest minds to contribute to the current growth phase at our bank. We are looking for top-tier individuals who are passionate and hungry to add value from day one. Every day at Lesha is different, presenting a new challenge with the opportunity to contribute and grow. We are looking for an Associate – Private Wealth.Purpose of the RoleSupport 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 ResponsibilitiesSupport 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 , Managing emails, documentation, and meeting notes for Relationship DirectorsRunning cash flow models and portfolio analysis in ExcelDrive client onboarding and coordinate KYC and account-opening processes.Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation, Tracking client pipelines, investments, and follow-upsCoordinate 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 & Qualifications4-7 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 toolsUnderstanding of private markets / alternatives (preferred)Fluent in both Arabic and English, with strong verbal and written communication skills.Success FactorsStrong 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.