Junior Private Banker: Global Wealth Advisory

Revolut; United Kingdom; On-site; GBP 35,000 - 54,000; Full time

Job summary

Revolut in the United Kingdom is seeking a Junior Private Banker to help high-net-worth clients navigate their financial journeys and tailor strategies that fit their needs. You will build long-term relationships, understand client requirements, and advise on deposits, savings, and investments while delivering an exceptional customer experience across Revolut's wealth services.

Join a fast-growing global fintech that values integrity, client focus, and analytical thinking as you expand your

Qualifications

• 1+ years as a Private Banker, or 3+ years in HNW/private banking support.
• CISI Level 4 IAD, CFA Level 1 + IMC Level 4, or in progress.
• Proven track record of managing a client book.
• Excellent communication and interpersonal skills.
• Analytical mindset with market insights and client needs.

Responsibilities

• Onboarding high-net-worth individuals, guiding them through the entire customer lifecycle.
• Identifying client requirements and conveying the unique value of our private banking services through a solutions-based advisory approach.
• Driving growth by identifying cross-sell opportunities, ensuring clients are leveraging the full suite of relevant features available to them.
• Providing comprehensive financial advice tailored to each client's unique situation, including guidance on deposits, savings, and investments.
• Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals.
• Meeting and exceeding relationship management targets aligned with the team's goals.

Skills

Fluent English

Private Banking

Communication skills

Analytical thinking

Client relationships

Market awareness

Commercial acumen

Regulatory awareness

Education

CISI IAD Level 4

CFA Level 1

IMC Level 4

Job description

Revolut in the United Kingdom is seeking a Junior Private Banker to help high-net-worth clients navigate their financial journeys and tailor strategies that fit their needs. You will build long-term relationships, understand client requirements, and advise on deposits, savings, and investments while delivering an exceptional customer experience across Revolut's wealth services.

Join a fast-growing global fintech that values integrity, client focus, and analytical thinking as you expand your