Private Banking Manager (Desk Head)

• Lead and develop a high-performing team of Private Bankers while continuing to build and manage your own portfolio of clients. • Operate in a player-coach capacity, driving commercial performance across the team while personally contributing to revenue growth through net new money. • Foster a strong culture of risk management and compliance, using client-facing expertise to coach the team, build commercial credibility, and deliver exceptional outcomes for clients.

• Have 7+ years of experience in private banking, wealth management, or a senior financial advisory role, with direct responsibility for HNW client relationships. • Have a proven track record of managing and growing a personal book of high-value clients while leading or managing a team. • Hold a CISI Level 4 Investment Advice Diploma (IAD), or CFA Level I plus the Investment Management Certificate (IMC) Level 4, recognised for FCA RDR Activities 2 and 4. • Have demonstrable experience coaching, mentoring, or managing junior advisers or relationship managers. • Be able to set commercial strategy, perform detailed financial analysis, and drive NNM growth across both an individual portfolio and a team. • Show a genuine commitment to developing others, with the patience and structure to turn observation into lasting behavioural change. • Have strong knowledge of FCA regulatory requirements, suitability obligations, and conduct standards within a private banking environment. • Demonstrate excellent interpersonal skills with the ability to build trusted client relationships and guide complex financial decisions with authority and empathy. • Have a strong commitment to CRM discipline, process adherence, and team accountability in a commercially driven environment. • Be fluent in English; additional languages are advantageous.

• Be a CFA Charterholder, hold CAIA, or equivalent post-qualification credentials. • Have experience with LTAFs, UCI Part II funds, or other private markets fund structures, including the associated investor categorisation requirements.

• Lead a team of Private Bankers, driving pod-level net new money growth and individual performance against quarterly KPIs. • Coach team members through joint client meetings, live deal reviews, and structured feedback to develop capability. • Run weekly 1:1s, monthly pipeline reviews, and quarterly performance cycles, while proactively managing underperformance. • Build Continuous Professional Development plans and support recruitment to maintain pod capability and capacity. • Oversee a transparent and auditable process for allocating internal leads across pods. • Monitor pod-level quality control metrics, ensuring full compliance with KYC and AML requirements, and pre-approve high-risk cases. • Maintain high standards of data quality across pods, including same-day CRM updates and timely suitability reviews. • Manage a lean personal client book, including onboarding and ongoing portfolio strategy. • Set pod strategies aligned with annual NNM and AUM growth targets, acting as a market specialist. • Feed client and market insights into the lead generation engine, product roadmap, and broader commercial strategy.

• 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.