Private Banking Manager (Desk Head)

Remote: UK

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 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.

About the role

Private banking at Revolut will aim to develop long-term relationships with individuals across the globe. From prospecting to acquisition and activation, Private Bankers will own their market segments, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution-oriented approach.

We're looking for a Private Banking Manager to lead and develop a high-performing team of Private Bankers while continuing to build and manage your own portfolio of clients. You'll operate in a player-coach capacity, driving commercial performance across your team while personally contributing to revenue growth through net new money (NNM). You'll also foster a strong culture of risk management and compliance, using your client-facing expertise to coach your team, build commercial credibility, and deliver exceptional outcomes for clients.

If you're an experienced Private Banker ready to step into leadership without stepping away from the client relationships that define the profession, this role was built for you.

What you'll be doing

Leading a team of Private Bankers, driving pod-level net new money growth and individual performance against quarterly KPIs
Coaching team members through joint client meetings, live deal reviews, and structured feedback to develop capability
Running weekly 1:1s, monthly pipeline reviews, and quarterly performance cycles, while proactively managing underperformance
Building Continuous Professional Development (CPD) plans and supporting recruitment to maintain pod capability and capacity
Overseeing a transparent and auditable process for allocating internal leads across your pods.
Monitoring pod-level quality control metrics, ensuring full compliance with KYC and AML requirements, and pre-approving high-risk cases
Maintaining high standards of data quality across pods, including same-day CRM updates and timely suitability reviews
Managing a lean personal client book, including onboarding and ongoing portfolio strategy
Setting pod strategies aligned with annual NNM and AUM growth targets, acting as a market specialist
Feeding client and market insights into the lead generation engine, product roadmap, and broader commercial strategy

What you'll need

7+ years' experience in private banking, wealth management, or a senior financial advisory role, with direct responsibility for HNW client relationships
A proven track record of managing and growing a personal book of high-value clients while leading or managing a team
CISI Level 4 Investment Advice Diploma (IAD), or CFA Level I plus the Investment Management Certificate (IMC) Level 4 - (recognised for FCA RDR Activities 2 & 4)
Demonstrable experience coaching, mentoring, or managing junior advisers or relationship managers
The ability to set commercial strategy, perform detailed financial analysis, and drive NNM growth across both an individual portfolio and a team
A genuine commitment to developing others, with the patience and structure to turn observation into lasting behavioural change
Strong knowledge of FCA regulatory requirements, suitability obligations, and conduct standards within a private banking environment
Excellent interpersonal skills, with the ability to build trusted client relationships and guide complex financial decisions with authority and empathy
A strong commitment to CRM discipline, process adherence, and team accountability in a commercially driven environment
Fluency in English; additional languages are advantageous

Nice to have

CFA Charterholder, CAIA, or equivalent post-qualification credentials.
Experience of LTAFs, UCI Part II funds, or other private markets fund structures, including the associated investor categorisation requirements

Building a global financial super app isn’t enough. Our Revoluters are a priority, and that’s why in 2021 we launched our inaugural D&I Framework, designed to help us thrive and grow everyday. We're not just doing this because it's the right thing to do. We’re doing it because we know that seeking out diverse talent and creating an inclusive workplace is the way to create exceptional, innovative products and services for our customers. That’s why we encourage applications from people with diverse backgrounds and experiences to join this multicultural, hard-working team.
Important notice for candidates:
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