Private Banker

CFA Institute; Greater London; On-site; GBP 90,000 - 150,000; Full time

Job summary

Revolut in London is seeking a Private Banker to build long-term relationships with high-net-worth clients worldwide, guiding their financial journey with tailored strategies and a solutions-based approach.

You will onboard clients, identify opportunities, provide comprehensive advice on deposits, savings, and investments, and conduct regular portfolio reviews to optimise outcomes while maintaining the highest standards of integrity and compliance.

Qualifications

• Fluent English and 3+ years in private banking or wealth management.
• CISI Level 4 IAD or CFA Level 1 + IMC Level 4 required.
• Proven ability to manage multiple high-value client relationships.
• Strong communication and interpersonal skills.
• Analytical thinker with market insight.

Responsibilities

• Onboarding high-net-worth individuals through the full client lifecycle.
• Identifying client requirements and articulating Revolut Private Banking value.
• Driving growth via cross-sell opportunities within client portfolios.
• Providing tailored financial guidance on deposits, savings, and investments.
• Conducting regular portfolio reviews and optimisation discussions.
• Meeting and exceeding relationship management targets.

Skills

Fluent English

Client relationship management

Analytical mindset

Financial advisory

Communication skills

Commercial acumen

Regulatory compliance

Education

CISI Level 4 Investment Advice Diploma

CFA Level 1 + IMC Level 4

Tools

CRM software

Financial modelling tools

Job description

About Revolut

People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products - including spending, saving, investing, exchanging, travelling, and more - help our 80+ million customers get more from their money every day.

As we continue our lightning-fast growth, 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work. So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution.

About the role

Private Banking at Revolut will aim to build long-term relationships with individuals across the globe. From prospecting to acquisition and activation, our teams own client relationships, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution-oriented approach.

We're looking for a Private Banker to be a trusted advisor, helping high-net-worth clients navigate their financial journey and crafting personalised strategies that fit their unique needs. As a private banking expert, you'll have a deep understanding of our features to recommend tailored solutions and deliver an exceptional customer experience.

If you're a motivated individual who thrives on building lasting relationships, enjoys complex financial challenges, and acts with unwavering integrity,

What you'll be doing

• 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

What you'll need

• Fluency in English
• 3+ years of experience in private banking, wealth management, or similar financial advisory role
• CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus Investment Management Certificate (IMC) Level 4
• A proven track record of managing multiple high-value client relationships
• Excellent communication and interpersonal skills to build rapport with affluent clients
• A desire to be a subject-matter expert in Revolut's wealth management and financial advisory services
• An analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios
• Creativity to use market insights to understand and anticipate client needs and market trends
• To be client-focused with the ability to provide patient, detailed guidance through complex financial decisions
• Commercial acumen and the ability to understand a client's financial potential, negotiating where needed to deepen relationships
• Solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance

Nice to have

• Relevant certifications, such as CFA, CAIA, or equivalent
• Experience with high-net-worth client relationship management software and financial modelling tools

Building a global financial super app isn't enough. Our Revoluters are a priority, and that's why in 2021 we launched our inaugural D&I Framework, designed to help us thrive and grow everyday. We're not just doing this because it's the right thing to do. We're doing it because we know that seeking out diverse talent and creating an inclusive workplace is the way to create exceptional, innovative products and services for our customers. That's why we encourage applications from people with diverse backgrounds and experiences to join this multicultural, hard-working team.