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About Revolut

Revolut exists to empower people with better financial control, visibility, and freedom. Since 2015, the company has grown to serve over 75 million users worldwide through a broad range of products including spending, saving, investing, currency exchange, and travel services. With a global team of more than 13,000 employees working both onsite and remotely, Revolut fosters a culture dedicated to innovation and outstanding employee experience, recognized by a Great Place to Work™ certification.

Role Overview

The Private Banker at Revolut will focus on cultivating enduring relationships with high-net-worth clients worldwide. This role involves managing the entire customer journey from prospecting to onboarding and ongoing support, using insightful, solution-driven strategies to uncover client needs and promote Revolut's comprehensive offerings.

Key Responsibilities

Facilitate onboarding and guide affluent clients through every phase of their journey, ensuring seamless transitions and engagement.
Assess client financial goals and explain the benefits of Revolut's private banking services with an advisory mindset centered on tailored solutions.
Spot opportunities for additional services and cross-selling to ensure clients maximize their access to Revolut's financial products.
Offer detailed financial guidance, including recommendations on deposits, savings, and investments customized to individual client situations.
Regularly review client portfolios and suggest adjustments to align with their evolving objectives.
Achieve and surpass relationship management targets in accordance with team goals.

Qualifications and Experience

Fluency in English is essential.
Minimum three years' professional experience in private banking, wealth management, or a similar financial advisory capacity.
Certification such as CISI Level 4 Investment Advice Diploma or CFA Level 1 combined with Investment Management Certificate Level 4 is required.
Demonstrated success managing a portfolio of high-value clients.
Strong communication and interpersonal skills to foster client rapport and trust.
Keen interest in becoming an expert on Revolut's wealth management and financial advisory services.
Analytical skills for conducting in-depth financial analyses and identifying potential portfolio enhancements.
Creativity in applying market insights to anticipate client needs and financial trends.
Client-centric approach with patience and thorough guidance through complex financial plans.
Commercial awareness with the ability to recognize clients' financial potential and negotiate to deepen relationships.
Comprehensive understanding of regulatory requirements and a commitment to compliance standards.

Desirable Extras

Additional relevant qualifications, such as CFA, CAIA, or equivalents.
Experience with software tools for managing affluent client relationships and financial modeling.

Diversity and Inclusion

Revolut is committed to fostering an inclusive workplace that values diverse backgrounds and experiences to drive innovation and exceptional service delivery.

Candidate Advisory and Security

Only apply through Revolut’s official channels to avoid fraudulent offers.
Verify communications by confirming official Revolut email addresses with '@revolut.com' domains.
Revolut will never request payments or personal financial information during recruitment.

By applying, candidates affirm the accuracy of their submitted information and consent to data processing as per Revolut's privacy policies.

Private Banker