UK Private Banker - Spanish

Overview

UK Private Banker – Spanish role at Revolut

Join to apply for the UK Private Banker – Spanish role at Revolut

Our Private Banking team drives long-term relationships with high-net-worth individuals across the globe. We own onboarding to ongoing financial guidance with a solutions-oriented approach and aim to grow and nurture a high-value client base.

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 Spanish
• CISI 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 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

About 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 products help our customers get more from their money every day.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales