Private Banker

• Be a trusted advisor helping high-net-worth clients navigate their financial journey and crafting personalised strategies that fit their unique needs. • Have a deep understanding of Revolut's features to recommend tailored solutions and deliver an exceptional customer experience. • Own market segments from prospecting to acquisition and activation with a sharp, solution-oriented approach.

• Be fluent in English. • Have 3+ years of experience in private banking, wealth management, or a similar financial advisory role. • Hold a CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus Investment Management Certificate (IMC) Level 4. • Have a proven track record of managing multiple high-value client relationships. • Demonstrate excellent communication and interpersonal skills to build rapport with affluent clients. • Have a desire to be a subject-matter expert in Revolut's wealth management and financial advisory services. • Bring an analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios. • Use market insights creatively to understand and anticipate client needs and market trends. • Be client-focused with the ability to provide patient, detailed guidance through complex financial decisions. • Have commercial acumen and the ability to understand a client's financial potential, negotiating where needed to deepen relationships. • Have solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance.

• Hold relevant certifications such as CFA, CAIA, or equivalent. • Have experience with high-net-worth client relationship management software and financial modelling tools.

• Onboard high-net-worth individuals, guiding them through the entire customer lifecycle. • Identify client requirements and convey the unique value of private banking services through a solutions-based advisory approach. • Drive growth by identifying cross-sell opportunities, ensuring clients leverage the full suite of relevant features available to them. • Provide comprehensive financial advice tailored to each client's unique situation, including guidance on deposits, savings, and investments. • Conduct regular portfolio reviews and recommend optimisations to meet clients' evolving financial goals. • Meet and exceed relationship management targets aligned with the team's goals.

• Work remotely from anywhere in the UK. • Join a certified Great Place to Work with 13,000+ people across the globe. • Be part of a company serving 75+ million customers worldwide. • Work within a dedicated D&I framework launched to help the team thrive and grow.

Revolut has been on a mission since 2015 to give people more visibility, control, and freedom over their money. With a powerhouse of products including spending, saving, investing, exchanging, and travelling, Revolut helps 75+ million customers get more from their money every day. Private banking at Revolut aims to develop long-term relationships with individuals across the globe, helping high-net-worth clients discover the value of Revolut with a sharp, solution-oriented approach.