Private Banker- Italian Speaking (UK) in London
Private Banker- Italian Speaking (UK)

Private Banker- Italian Speaking (UK) in London

London Full-Time No home office possible
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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 β€” including spending, saving, investing, exchanging, travelling, and more β€” help our 65+ 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 WorkTM. So far, we have 10,000+ 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 roleOur Private Banking team is the cornerstone of our exclusive new offering, driving long-term relationships with high-net-worth individuals across the globe. We operate with precision and expertise: from onboarding to ongoing financial guidance, we own our client relationships with a solution-oriented approach and use our know-how to grow and nurture our high-value customer base.

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 know our products and features inside and out to recommend tailored solutions and deliver an exceptional customer experience.

What you\’ll be doing

Onboarding high-net-worth individuals onto our private banking platform, 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 Private Banking team\’s goals

What you\’ll need

3+ years of experience in private banking, wealth management, or similar financial advisory roles

Fluency in English and Italian

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 wealth management and financial advisory services offered by Revolut

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

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Revolut

Contact Detail:

Revolut Recruiting Team

Private Banker- Italian Speaking (UK) in London
Revolut
Location: London
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