Private Banker – French
Revolut · Royaume-Uni
Description du poste
About the role
Revolut is seeking a French‑speaking Private Banker to act as a trusted advisor for high‑net‑worth clients worldwide. You will guide customers through the full lifecycle, from onboarding to portfolio optimisation, delivering tailored financial solutions that showcase Revolut’s wealth‑management capabilities.
Key responsibilities
- Onboard high‑net‑worth individuals and manage the end‑to‑end customer journey.
- Identify client needs and present Revolut’s private banking value proposition using a solutions‑based approach.
- Drive growth by spotting cross‑sell opportunities and ensuring clients utilise the full suite of Revolut features.
- Provide comprehensive financial advice on deposits, savings, and investments.
- Conduct regular portfolio reviews and recommend adjustments to meet evolving goals.
- Meet and exceed relationship‑management targets aligned with team objectives.
Required profile
- Fluency in English and French.
- 3+ years of experience in private banking, wealth management, or a comparable advisory role.
- Relevant qualification such as CISI Level 4 Investment Advice Diploma (IAD), CFA Level 1 plus Investment Management Certificate (IMC) Level 4.
- Proven track record of managing multiple high‑value client relationships.
- Strong communication and interpersonal skills for building rapport with affluent clients.
- Analytical mindset with a desire to become a subject‑matter expert in Revolut’s wealth‑management services.
Required skills
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Revolut
Royaume-Uni
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