Associate 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.

Reporting to: Chief Private Wealth Officer 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.

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.