Office: London
Remote: 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 60+ 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(TM). 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 French-speaking 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.
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 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
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
Building a global financial super app isn't enough. Our Revoluters are a priority, and that's why in 2021 we launched our inaugural D&I Framework, designed to help us thrive and grow everyday. We're not just doing this because it's the right thing to do. We're doing it because we know that seeking out diverse talent and creating an inclusive workplace is the way to create exceptional, innovative products and services for our customers. That's why we encourage applications from people with diverse backgrounds and experiences to join this multicultural, hard-working team.
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