Revolut
Private Banking Relationship Manager (UK)
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Private Banking Relationship Manager (UK)
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 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, 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 Work™. 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.
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We're looking for a Private Banker to be a trusted advisor, helping high-net-worth clients navigate their financial journey and crafting personalized 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
- CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus Investment Management Certificate (IMC) 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
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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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