Private Banking at Revolut will aim to build long-term relationships with individuals across the globe. From prospecting to acquisition and activation, our teams own client relationships, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution-oriented approach.
We're looking for a Junior 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 doingOnboarding 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 needFluency in English
- 1+ years of experience as a Private Banker, or 3+ years in HNW/private banking support
- A CISI Level 4 Investment Advice Diploma (IAD), CFA Level 1 plus Investment Management Certificate (IMC) Level 4, or to be in the process of obtaining them
- A proven track record of managing a client book, or a solid understanding if the HNW space
- Excellent communication and interpersonal skills to build rapport with affluent clients
- A desire to be a subject-matter expert within 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
Incase you would like to apply to this job directly from the source, please click here