Overview
UK Private Banker - Spanish role at Revolut
Join to apply for the UK Private Banker - Spanish role at Revolut
Our Private Banking team drives long-term relationships with high-net-worth individuals across the globe. We own onboarding to ongoing financial guidance with a solutions-oriented approach and aim to grow and nurture a high-value client base.
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 Spanish
* 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
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 products help our customers get more from their money every day.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
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