Associate - Investment Banking -Private Wealth

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 Role Support 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 Responsibilities • Support 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 Directors • Running 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, Tracking client pipelines, investments, and follow-ups • Coordinate 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 & Qualifications • 4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking. • Strong understanding of investment products, capital markets, and alternative investments. •