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Private Banker – French

Revolut

🇬🇧 English

Job description

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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    Published 4 months ago

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