Private Banking Advisor for High-Net-Worth Clients

CFA Institute; Greater London; Presencial; GBP 60.000 - 90.000; Jornada completa

Descripción de la vacante

Revolut is seeking a Private Banker to manage high-net-worth client relationships, delivering personalised wealth advisory and product recommendations. You will become a trusted advisor, guiding clients through their financial journey with a solutions-based approach and deep product knowledge.

The role focuses on onboarding, understanding client needs, and delivering comprehensive financial guidance while maintaining regulatory standards and a client-centric mindset.

Formación

• 3+ years in private banking, wealth management, or similar advisory role.
• Fluent English communication and interpersonal skills.
• Knowledge of regulatory requirements and compliance standards.

Responsabilidades

• Onboard high-net-worth individuals through the client lifecycle.
• Identify client requirements and articulate Revolut's private banking value proposition.
• Drive growth via cross-sell opportunities across relevant features.
• Provide tailored financial guidance on deposits, savings and investments.
• Conduct portfolio reviews and recommend optimisations for goals.
• Meet and exceed relationship targets with clients.

Conocimientos

Private banking exp

Fluency in English

Communications skills

Analytical mindset

Relationship building

Educación

CISI Level 4 IAD

CFA Level 1 + IMC Level 4

Descripción del empleo

Revolut is seeking a Private Banker to manage high-net-worth client relationships, delivering personalised wealth advisory and product recommendations. You will become a trusted advisor, guiding clients through their financial journey with a solutions-based approach and deep product knowledge.

The role focuses on onboarding, understanding client needs, and delivering comprehensive financial guidance while maintaining regulatory standards and a client-centric mindset.