Private Banking Relationship Manager (UK Market)

Private Banking Relationship Manager (UK Market)

About Revolut

About The Role

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.
• Either EFPA (EQF d5 ), CISI Level 4 (Wealth Management or Financial Planning), or CFA certification.
• Fluency in English.
• 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 BFAA, CAIA, or equivalent.
• Experience with high-net-worth client relationship management software and financial modelling tools.

Important notice for candidates

• Only apply through official Revolut channels. We don't use any third-party services or platforms for our recruitment.
• Always double-check the emails you receive. Make sure all communications are being done through official Revolut emails, with an @revolut.com domain.

We won't ask for payment or personal financial information during the hiring process.

Candidate Privacy Notice

Additional Information

• Benefits: Information not provided
• Minimum Salary: Not specified
• Maximum Salary: Not specified
• Salary Currency: EUR
• Remote Model: N/A