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- Tasks: Build lasting relationships with high-net-worth clients and provide tailored financial advice.
- Company: Join Revolut, a leading fintech company revolutionising private banking.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on innovation and client success.
- Why this job: Be a trusted advisor and make a real impact on clients' financial journeys.
- Qualifications: Fluency in English and Italian, plus 3+ years in private banking or wealth management.
The predicted salary is between 60000 - 80000 £ per year.
Private banking at Revolut aims to develop long-term relationships with individuals across the globe. 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 an Italian-speaking 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, let’s get in touch.
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 and Italian.
- 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.
Private Banker - Italian in London employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banker - Italian in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and meetups to connect with potential clients and other professionals. Building relationships is key in private banking, so don’t be shy about introducing yourself and sharing your expertise.
✨Tip Number 2
Showcase your knowledge! Create content or share insights on social media about financial trends and strategies. This not only positions you as a thought leader but also attracts high-net-worth individuals looking for expert advice.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can add value to potential clients in a clear and engaging way. Tailor your approach based on their unique needs and demonstrate how Revolut’s services can help them achieve their financial goals.
✨Tip Number 4
Don’t forget to follow up! After meeting someone, send a quick message to thank them for their time and reiterate your interest in helping them. A personal touch goes a long way in building lasting relationships in the private banking world.
We think you need these skills to ace Private Banker - Italian in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Private Banker. Highlight your experience in private banking and wealth management, and don’t forget to showcase your fluency in Italian and English. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private banking and how your skills align with our mission at Revolut. Be sure to mention specific experiences that demonstrate your ability to build lasting client relationships.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex financial challenges in the past. We love candidates who can think creatively and provide tailored solutions for high-net-worth clients, so let us know how you've done this before!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re serious about joining our team at Revolut!
How to prepare for a job interview at CFA Institute
✨Know Your Stuff
Make sure you have a solid understanding of private banking and wealth management. Brush up on Revolut's services and features, as well as current market trends. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
Since building long-term relationships is key, prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your communication skills and how you've tailored solutions to meet their unique needs.
✨Be Solution-Oriented
During the interview, focus on your problem-solving abilities. Be ready to discuss specific challenges you've faced in previous roles and how you approached them with a solutions-based mindset. This will align perfectly with what they're looking for in a Private Banker.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the company and the role. You might want to ask about their approach to client onboarding or how they measure success in relationship management.