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 a Director of Private Wealth.
Drive capital raising and investment distribution for Lesha Bank's offerings across private capital, aviation, infrastructure, real estate and public equities. Acquire and develop relationships with high-net-worth and ultra-high-net-worth individuals, family offices and other eligible investors, converting these relationships into funded investments and repeat participation in the Bank's offerings.
Key responsibilities Capital raising and business development
- Raise capital and attract client allocations into Lesha Bank's investment offerings, delivering agreed fundraising, net new money and revenue targets.
- Develop and execute distribution plans for investment opportunities across private capital, aviation, infrastructure, real estate and public equities.
- Originate new investor relationships in Qatar and approved regional markets through professional networks, referrals and targeted outreach.
- Increase investment participation from existing clients by identifying suitable opportunities aligned with their objectives.
- Manage the fundraising pipeline from prospect identification through investor engagement, commitment, subscription and funding.
- Maintain accurate forecasts and report on fundraising progress, expected inflows and conversion rates.
Investor relationship management
- Manage an assigned portfolio of investors, understanding their investment objectives, risk appetite, liquidity needs and allocation preferences.
- Build long-term relationships with investors, family offices and their advisers through regular meetings and proactive communication.
- Present investment opportunities clearly, explaining the investment rationale, structure, fees, potential returns, material risks and liquidity or exit considerations.
- Coordinate investor presentations and due diligence discussions with the Bank's investment specialists.
- Maintain engagement after investment, coordinating timely updates on performance, distributions and material developments.
Investment knowledge and collaboration
- Develop a thorough understanding of the Bank's offerings across the five investment areas and their respective risk and return characteristics.
- Work with investment teams to communicate investment propositions accurately and respond to investor enquiries.
- Provide feedback on investor demand, allocation preferences and reasons for declining opportunities to inform product development and distribution strategy.
- Coordinate with Operations, Legal, Compliance and other relevant teams to ensure timely onboarding, documentation, subscriptions and funding.
Risk management and conduct
- Ensure investment distribution and recommendations meet applicable client eligibility, suitability, regulatory and Shari'a requirements.
- Complete client due diligence in coordination with Compliance, including source of wealth and source of funds documentation.
- Observe approved offering terms, cross-border marketing restrictions and the Bank's policies.
- Explain relevant investment risks transparently, including market volatility, illiquidity, concentration, capital loss and uncertainty over returns or exit timing.
- Maintain complete records and promptly elevate financial crime concerns, conflicts of interest and material client issues.
Key performance indicators
- Capital raised and net new money against agreed targets.
- Funded subscriptions and allocations across the Bank's investment offerings.
- New funded investor relationships.
- Repeat investment and investor retention.
- Pipeline conversion and forecast accuracy.
- Investor service quality and compliance with required controls.
Qualifications and experience
- Bachelor's degree in Finance, Economics, Business Administration or a related discipline; a relevant postgraduate degree or professional qualification is an advantage.
- Typically 10-15 years of relevant experience in private banking, wealth management, investment distribution or capital raising.
- Demonstrated success in raising capital and generating investment flows from high-net-worth individuals, family offices or other eligible investors.
- Established investor relationships in Qatar and the GCC, supported by evidence of converting relationships into funded business.
- Strong understanding of private and public market investments, including the ability to explain different investment structures, risks and liquidity profiles.
- Familiarity with Shari'a-compliant investment solutions, suitability and client due diligence.
- Strong presentation, negotiation and relationship management skills, with commercial judgment and disciplined execution.
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