Private Banker (Italian-Speaking)
CFA Institute, West Norwood, Lambeth
Private Banker (Italian-Speaking)
Salary not available. View on company website.
CFA Institute, West Norwood, Lambeth
- Full time
- Permanent
- Onsite working
Posted today, 31 Aug | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
Job ref: f6094cac938941ac9415d085a4646d0a
Location ref: West Norwood, Lambeth
Full Job Description
- Onboarding high-net-worth individuals, 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 team's goals
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., Fluency in English and Italian - 3+ years of experience in private banking, wealth management, or similar financial advisory role
- A CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus Investment Management Certificate (IMC) 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 Revolut's wealth management and financial advisory services
- 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
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 75+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work . So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution., Private Banking at Revolut will aim to build long-term relationships with individuals across the globe. From prospecting to acquisition and activation, our teams own client relationships, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution-oriented approach.
Direct job link
https://www.jobs24.co.uk/job/private-banker-italian-speaking-127309751