Uk Private Banker - French (Fintech)

TL;DR

Private Banker (Fintech): Managing long-term relationships with high-net-worth individuals to provide tailored financial strategies and advisory services with an accent on portfolio optimization and client acquisition. Focus on onboarding HNW clients, driving growth through cross-selling, and delivering complex financial advice on investments and savings.

Location: Must be based in the UK (Office in London or Remote within the UK)

Company

A global financial super app providing spending, saving, and investing tools to over 75 million customers worldwide.

What you will do

• Onboard high-net-worth individuals and manage the entire customer lifecycle.
• Provide personalized financial advice on deposits, savings, and investments tailored to unique client needs.
• Identify cross-sell opportunities to ensure clients leverage the full suite of Revolut features.
• Conduct regular portfolio reviews and recommend optimizations to meet evolving financial goals.
• Drive growth and meet relationship management targets.

Requirements

• Fluency in English and French.
• 3+ years of experience in private banking, wealth management, or similar financial advisory roles.
• CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus IMC Level 4.
• Proven track record of managing multiple high-value client relationships.
• Strong analytical mindset and commercial acumen for financial analysis and negotiation.
• Solid knowledge of regulatory requirements and commitment to compliance standards.

Nice to have

• Relevant certifications such as CAIA.
• Familiarity with HNW client relationship management software and financial modelling tools.

Culture & Benefits

• Certified as a Great Place to Work™.
• Inclusive, diverse, and multicultural work environment.
• Opportunity to be part of a lightning-fast growing global fintech.