Quality Control Analyst (Private Banking)

Revolut; Portugal; On-site; EUR 45,000 - 65,000; Full time

Job summary

Revolut is seeking a Quality Analyst for Private Banking to evaluate interactions, complete scorecard reviews, and report compliance issues. You will identify regulatory risks, provide actionable feedback, and help drive improvements across teams to maintain trust and quality in client engagements.

The role requires a bachelor’s degree, 3+ years in quality assurance within wealth management or private banking, and fluency in English.

Qualifications

• Bachelor's degree; must provide certificate.
• 3+ years in sales QA, compliance, or risk monitoring in regulated wealth management/private banking/brokerage.
• Fluency in English (C1+).
• Understanding of private banking risk considerations (cross-border marketing, lead qualification, client suitability).
• Experience analyzing trends across complex client interactions and large datasets.
• Ability to verify information and gather relevant details for thorough quality control reviews.
• Proficiency with data-driven tools, dashboards, and case management systems.
• Ability to collaborate cross-functionally with Compliance, Legal, Operations, and Risk.
• Experience reviewing sales interactions, processes, and controls and making recommendations for improvements.
• Exposure to wealth management regulatory obligations across regions.

Responsibilities

• Using wealth management and sales quality knowledge to quality‑check Private Bankers’ client interactions, focusing on identifying successes and failures in case outcomes
• Providing documented feedback and scorecard evaluations based on data‑driven insights and root‑cause analysis
• Checking and scoring private bankers' client interactions against business procedures, identifying trends and root causes of failures
• Coaching new Quality Control team members
• Collaborating with other internal teams across locations to ensure alignment on quality standards

Skills

Sales QA

Compliance

Risk monitoring

Data analysis

Cross-functional collaboration

Quality control

Regulatory knowledge

Education

Bachelor's degree

Finance background (nice to have)

Tools

Dashboards

Case management systems

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.

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 develop long‑term relationships with individuals across the globe. From prospecting to acquisition and activation, Private Bankers will own their market segments, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution‑oriented approach. We're looking for a Quality Analyst to evaluate interactions, complete scorecard reviews, and report compliance or procedural issues to management. You'll review interactions and flag potential regulatory concerns, using sharp attention to detail to mitigate risk and keep trust at the core of private banking. Up to shape what’s next in finance? Let’s get in touch.

What You’ll Be Doing

• Using your wealth management and sales quality knowledge to quality‑check Private Bankers’ client interactions, focusing on identifying successes and failures in case outcomes
• Providing documented feedback and scorecard evaluations based on data‑driven insights and root‑cause analysis
• Checking and scoring private bankers' client interactions against business procedures, identifying trends and root causes of failures
• Coaching new Quality Control team members
• Collaborating with other internal teams across locations to ensure alignment on quality standards

What You’ll Need

• A bachelor's degree (must be able to provide a certificate)
• 3+ years of experience in sales quality assurance, compliance, or risk monitoring within a regulated wealth management, private banking, or brokerage environment
• Fluency in English (C1+ level)
• A solid understanding of private banking risk considerations (e.g., cross-border marketing, lead qualification, client suitability) and a proven ability to identify these risks through evaluative work
• Demonstrated experience in analysing trends, patterns, and anomalies across complex client interactions, sales activity, or large datasets
• The ability to critically interpret and verify information, proactively gathering relevant details to support thorough quality control reviews
• Proficiency in using data‑driven tools, dashboards, and case management systems, with a focus on accuracy, efficiency, and procedural adherence
• A proven ability to collaborate cross‑functionally with teams, such as Compliance, Legal, Operations, and Risk, providing objective reporting to drive risk‑based outcomes
• Expertise in reviewing sales interactions, processes, and controls, and making recommendations for continuous improvement aligned with regulatory and business requirements
• Exposure to wealth management regulatory obligations, including jurisdiction‑specific marketing and solicitation requirements across multiple regions

Nice to have

• A degree or equivalent in finance, economics, business, or law
• An industry‑recognised certification in wealth management or compliance (e.g., CISI, CFA, or equivalent)
• Fluency in other languages

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.