Job Description/Specification:
Join Lesha Bank as an Associate – Private Wealth and support the delivery of premium wealth management services to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This opportunity is ideal for finance professionals with experience in private banking, investment management, or wealth advisory who are passionate about client relationship management and investment solutions.
🛠️ Key Responsibilities
✅ Support Relationship Directors in managing HNW and UHNW client portfolios.
✅ Prepare investment proposals, portfolio reviews, financial models, and client presentations.
✅ Coordinate client onboarding, KYC, account opening, and investment documentation.
✅ Monitor investment portfolios and assist with performance reporting.
✅ Follow up on investment opportunities, subscriptions, redemptions, and client requests.
✅ Collaborate with Compliance, Investments, Treasury, Operations, and Legal teams to ensure smooth transaction execution.
✅ Maintain accurate client records using CRM and portfolio management systems.
✅ Support marketing initiatives and capital-raising activities for investment products.
🎓 Requirements
🎓 Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
💼 4–7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
🛠️ Strong knowledge of investment products, capital markets, portfolio management, and alternative investments.
📊 Advanced Microsoft Excel skills, including cash flow modeling, portfolio tracking, and scenario analysis.
📈 Strong PowerPoint presentation skills and familiarity with CRM and portfolio management platforms.
🏆 Professional certifications such as CFA, CISI, or equivalent are highly desirable.
🌍 Fluency in English is required. Arabic language proficiency is preferred.
⭐ Preferred Skills
- Private wealth management
- Relationship management
- Investment advisory
- Financial modeling
- Portfolio analysis
- Capital markets knowledge
- Alternative investments
- Client onboarding (KYC)
- Portfolio performance reporting
- CRM systems
- Advanced Excel
- Presentation development
- Stakeholder management
- Attention to detail
- Project coordination
- Communication and negotiation skills
👥 Who Can Apply?
This role is ideal for professionals working as:
- Private Wealth Associate
- Private Banker
- Relationship Manager
- Investment Analyst
- Wealth Management Advisor
- Portfolio Analyst
- Client Relationship Officer
- Asset Management Associate
- Investment Banking Associate
- Corporate Banking Relationship Officer
Candidates from private banks, investment firms, family offices, asset management companies, and financial institutions are encouraged to apply.
📌 Job Details
- 📍 Location: Doha, Qatar
- 💼 Employment Type: Full-Time
- 🏦 Industry: Banking & Financial Services
- 📊 Department: Private Wealth
❓ Frequently Asked Questions (FAQs)
Q: How much experience is required?
Candidates should have 4–7 years of experience in private banking, wealth management, corporate banking, or asset management.
Q: Is experience with HNW and UHNW clients required?
Yes. Experience supporting or managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients is highly preferred.
Q: Which technical skills are important?
Strong financial modeling, portfolio analysis, advanced Excel, PowerPoint, CRM systems, and knowledge of investment products are essential.
Q: Are professional certifications required?
Not mandatory, but certifications such as CFA, CISI, or equivalent are considered a strong advantage.
Q: Is Arabic language proficiency mandatory?
English is required, while Arabic is preferred and will be an added advantage.
Q: What types of investment products will I work with?
The role offers exposure to traditional investment products, capital markets, and alternative investments while supporting private wealth clients.
🚀 Why Apply?
- Build your career with one of Qatar's growing investment and wealth management institutions.
- Work closely with experienced private wealth and investment professionals.
- Gain exposure to HNW and UHNW client portfolio management.
- Develop expertise in investment advisory, financial analysis, and capital markets.
- Enjoy long-term career growth in private banking and wealth management.
- Contribute to a collaborative environment focused on delivering exceptional client service and investment solutions.