At a Glance
- Tasks: Onboard high-net-worth clients and provide tailored financial advice.
- Company: Join Revolut, a leading fintech company with a global reach.
- Benefits: Competitive salary, diverse team, and opportunities for professional growth.
- Other info: Join a multicultural team that values diverse backgrounds and experiences.
- Why this job: Be a trusted advisor and make a real impact on clients' financial journeys.
- Qualifications: Fluency in English and French, plus 3+ years in private banking.
The predicted salary is between 60000 - 80000 £ per year.
Private banking at Revolut aims 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 French‑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 French
- 3+ years of experience in private banking, wealth management, or a similar financial advisory role
- A 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 CAIA
- Familiarity with high‑net‑worth client relationship management software and financial modelling tools
We encourage applications from people with diverse backgrounds and experiences to join this multicultural, hard‑working team.
