Private Banker- French Speaking (UK)
Private Banker- French Speaking (UK)

Private Banker- French Speaking (UK)

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Onboard and advise high-net-worth clients on their financial journeys with tailored strategies.
  • Company: Join Revolut, a fast-growing fintech revolutionising how people manage their money.
  • Benefits: Competitive salary, flexible working options, and a vibrant company culture.
  • Why this job: Be a trusted advisor and make a real impact in clients' financial lives.
  • Qualifications: 3+ years in private banking, fluent in English and French, strong communication skills.
  • Other info: Great career growth opportunities in a dynamic, innovative environment.

The predicted salary is between 36000 - 60000 £ 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 65+ 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 Workâ„¢. 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 role

Our 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 French.
  • 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.

Private Banker- French Speaking (UK) employer: Revolut

Revolut is an exceptional employer that prioritises employee experience and growth, having been certified as a Great Place to Workâ„¢. With a dynamic work culture that fosters innovation and collaboration, employees are empowered to build meaningful relationships with high-net-worth clients while enjoying comprehensive benefits and opportunities for professional development. Located in the UK, our Private Banking team thrives on delivering tailored financial solutions, making it an ideal environment for those passionate about redefining success in the financial sector.
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Contact Detail:

Revolut Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Banker- French Speaking (UK)

✨Tip Number 1

Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you get the chance to meet someone, whether it’s at a networking event or an interview, make sure you can clearly explain who you are and what you bring to the table. Tailor your pitch to highlight your experience in private banking and your passion for helping clients.

✨Tip Number 3

Show off your expertise! Prepare for interviews by brushing up on the latest trends in wealth management and financial advisory services. Be ready to discuss how you can leverage your knowledge to provide exceptional service to high-net-worth clients.

✨Tip Number 4

Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your enthusiasm for joining our team. Plus, you’ll be one step closer to landing that dream role as a Private Banker!

We think you need these skills to ace Private Banker- French Speaking (UK)

Fluency in English and French
Private Banking
Wealth Management
Financial Advisory
Client Relationship Management
Communication Skills
Interpersonal Skills
Analytical Mindset
Financial Analysis
Creativity
Commercial Acumen
Regulatory Knowledge
Compliance Standards
Problem-Solving Skills
Financial Modelling

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for private banking shine through. We want to see that you’re genuinely excited about helping high-net-worth clients and that you understand the value of our services.

Tailor Your Experience: Make sure to highlight your relevant experience in private banking or wealth management. We’re looking for specific examples that demonstrate your ability to manage client relationships and provide tailored financial advice.

Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to convey your skills and experiences, as we appreciate direct communication. Avoid jargon unless it’s necessary to showcase your expertise.

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 ensures you’re considered for the role. Plus, it shows you’re serious about joining our team.

How to prepare for a job interview at Revolut

✨Know Your Stuff

Make sure you’re well-versed in Revolut's products and services. Brush up on the specifics of private banking, wealth management, and how they apply to high-net-worth clients. This knowledge will help you demonstrate your expertise and show that you can provide tailored solutions.

✨Showcase Your Experience

Prepare to discuss your previous roles in private banking or wealth management. Highlight specific examples where you've successfully managed client relationships or provided financial advice. Use metrics to illustrate your achievements, like growth in client portfolios or successful cross-selling.

✨Practice Your Communication Skills

Since you'll be dealing with affluent clients, practice articulating complex financial concepts in a clear and relatable way. Role-play common scenarios with a friend or mentor to refine your approach and ensure you can build rapport easily during the interview.

✨Be Client-Focused

Demonstrate your understanding of client needs by preparing to discuss how you would approach onboarding and advising high-net-worth individuals. Think about how you can personalise your service and what strategies you would use to maintain long-term relationships.

Private Banker- French Speaking (UK)
Revolut
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  • Private Banker- French Speaking (UK)

    Full-Time
    36000 - 60000 £ / year (est.)
  • R

    Revolut

    1000-5000
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