Associate – Private Wealth Investment Banking

About the role

Lesha Bank is seeking a motivated Associate to support its Private Wealth business in Doha. The role works closely with Relationship Directors to manage high‑net‑worth client portfolios, drive investment opportunities and ensure a high standard of service from day one.

Key responsibilities

• Assist Relationship Directors in managing HNW and UHNW client portfolios.
• Prepare investment proposals, presentations and portfolio review materials.
• Handle client onboarding, KYC, and account‑opening processes.
• Run cash‑flow models and portfolio analysis using Excel.
• Track client pipelines, investments and follow‑ups.
• Coordinate with Investments, Operations, Compliance, Treasury and Legal teams to execute client requests.
• Monitor portfolios and help prepare periodic performance reviews.
• Support marketing and capital‑formation activities for private‑market products.
• Mentor junior team members and provide backup to the Client Services team.

Required profile

• 4‑7 years of experience in Private Banking, Wealth Management, Asset Management or Corporate Banking.
• Proven experience dealing with HNW and UHNW clients.
• Strong understanding of investment products, capital markets and alternative investments.
• Fluent English; Arabic is a plus.
• Bachelor’s degree in Finance, Business Administration, Economics or related field.
• Professional qualifications such as CFA or CISI are advantageous.

Required skills

• Scenario analysis
• Portfolio management tools
• PowerPoint
• Portfolio tracking
• CRM systems
• Cash‑flow modelling
• Advanced Excel