Overview
Join to apply for the UK Private Banker – French role at Revolut
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.
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 are 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. You will 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
Important notice for candidates
Job scams are on the rise. Please keep these guidelines in mind when applying for any open roles.
- 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. If anyone does ask you for this, it’s a scam. Report it immediately.
By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with Revolut. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with Revolut may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with Revolut’s Candidate Privacy Notice.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
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