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Revolut is seeking an experienced Private Banking Manager to lead a high-performing team of Private Bankers while maintaining a personal client portfolio. This is a player-coach role combining team leadership with direct client relationship management.
Key responsibilities include:
- Leading a pod of Private Bankers, driving net new money (NNM) growth and quarterly KPI performance
- Coaching team members through joint client meetings, deal reviews, and structured feedback
- Conducting weekly 1:1s, monthly pipeline reviews, and quarterly performance cycles
- Building professional development plans and supporting recruitment to maintain team capacity
- Overseeing transparent lead allocation processes across the pod
- Monitoring quality control metrics, ensuring KYC and AML compliance, and pre-approving high-risk cases
- Maintaining data quality standards including same-day CRM updates and timely suitability reviews
- Managing a lean personal client book with focus on onboarding and portfolio strategy
- Setting pod strategies aligned with annual NNM and AUM growth targets
- Feeding client and market insights into lead generation, product roadmap, and commercial strategy
Required qualifications:
- 7+ years in private banking, wealth management, or senior financial advisory roles with HNW client responsibility
- Proven track record managing and growing a high-value personal client book while leading or managing a team
- CISI Level 4 Investment Advice Diploma (IAD), or CFA Level I plus IMC Level 4
- Demonstrated experience coaching, mentoring, or managing junior advisers
- Ability to set commercial strategy, perform financial analysis, and drive NNM growth
- Strong commitment to developing others with structured coaching capability
- In-depth FCA regulatory knowledge, suitability obligations, and conduct standards
- Excellent interpersonal skills with ability to build trusted client relationships
- CRM discipline and process adherence in commercial environments
- Fluent English
Desirable: CFA/CAIA credentials, familiarity with LTAFs and private markets fund structures, multilingual abilities.
