At a Glance
- Tasks: Onboard high-net-worth clients and provide tailored financial advice.
- Company: Join Revolut, a leading fintech company transforming personal finance.
- Benefits: Flexible work options, competitive salary, and exclusive perks.
- Other info: Diverse and inclusive culture with excellent career growth opportunities.
- Why this job: Be a trusted advisor and make a real impact on clients' financial journeys.
- Qualifications: 3+ years in private banking or wealth management with strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
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 75+ million customers get more from their money every day. As we continue our lightning-fast growth, two 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.
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 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.
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
- 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 every day. 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.
Get what you need to succeed
- Financial benefits that show we value your work
- Flexibility to work from home, the office, or abroad
- A Revolut Metal subscription loaded with perks
- Exciting events year-round so you can get to know your team
Private Banker employer: Revolut Ltd
Revolut is an exceptional employer that prioritises its people and culture, having been certified as a Great Place to Work. As a Private Banker, you'll enjoy a dynamic work environment that fosters personal growth and offers flexibility in your work location, alongside competitive financial benefits. Join a diverse and innovative team dedicated to redefining the financial landscape for high-net-worth clients while building meaningful relationships and crafting tailored solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banker
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private banking sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience and knowledge in private banking. Share insights on market trends or financial strategies to demonstrate your value and build trust.
✨Tip Number 3
Practice your pitch! You never know when you’ll meet someone who could help you land that dream job. Prepare a concise and compelling summary of your skills and experiences that showcases how you can add value to their team at Revolut.
✨Tip Number 4
Apply through our website! We love seeing applications directly from passionate candidates. Make sure to tailor your application to reflect your understanding of Revolut’s mission and how you can contribute to our culture and goals in private banking.
We think you need these skills to ace Private Banker
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for private banking shine through! We want to see how much you care about helping clients and making their financial journeys smoother.
Tailor Your Experience:Make sure to highlight your relevant experience in private banking or wealth management. We love seeing how you've built relationships and solved complex problems for high-net-worth clients in the past.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your skills and achievements are easy to spot. Remember, less is often more!
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with us at Revolut.
How to prepare for a job interview at Revolut Ltd
✨Know Your Stuff
Make sure you have a solid understanding of Revolut's private banking services and how they differ from competitors. Brush up on financial concepts, investment strategies, and the specific needs of high-net-worth clients. This will help you demonstrate your expertise and show that you're ready to be a trusted advisor.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained relationships with affluent clients in the past. Highlight your communication skills and your ability to understand client needs. Remember, it's all about trust and rapport, so be ready to discuss how you can foster these connections.
✨Be Solution-Oriented
During the interview, focus on your problem-solving abilities. Think of scenarios where you've identified client needs and provided tailored solutions. This aligns perfectly with the role's emphasis on a solutions-based advisory approach, so come prepared with specific examples that showcase your analytical mindset.
✨Understand the Culture
Revolut values its people and culture, so do your homework on their mission and values. Be ready to discuss how your personal values align with theirs and how you can contribute to their dynamic environment. Showing that you fit into their culture can set you apart from other candidates.
