Associate – Private Wealth (Investment Banking)

About the role

Lesha Bank is seeking an Associate to support its Private Wealth business within the Investment Banking division. The role will work closely with Relationship Directors to manage high‑net‑worth and ultra‑high‑net‑worth client portfolios, ensuring seamless onboarding, investment execution and high‑quality client service.

Key responsibilities

• Assist Relationship Directors in managing HNW and UHNW client portfolios.
• Prepare investment proposals, presentations and portfolio reviews for client meetings.
• Run cash‑flow models and portfolio analysis using Excel.
• Coordinate KYC, account‑opening and onboarding processes.
• Track client pipelines, investments and follow‑ups, and liaise with Investment, Operations, Compliance, Treasury and Legal teams.
• Monitor portfolios and help prepare periodic performance reviews.
• Support marketing and capital‑formation activities for private‑market products.
• Mentor junior team members and provide ad‑hoc support 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 communication, relationship management and presentation abilities.
• Bachelor’s degree in Finance, Business Administration, Economics or related field.
• Professional qualifications such as CFA or CISI are a plus.
• Fluency in English; Arabic is preferred.

Required skills

• Advanced Excel (cash‑flow modelling, portfolio tracking, scenario analysis).
• PowerPoint for client‑ready presentations.
• Familiarity with CRM systems and portfolio management tools.
• Understanding of private markets and alternative investments.