Private Banking Manager (Desk Head)

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. 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 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, let's get in touch.

Responsibilities

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

Requirements

7+ years of 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; A 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 and 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; In-depth 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 commitment to CRM discipline, process adherence, and team accountability in a commercially-driven environment; Fluency in English

Nice to have

A CFA, CAIA, or equivalent post-qualification credentials; Familiarity with LTAFs, UCI Part II funds, or other private markets fund structures, including associated investor categorisation requirements; Fluency in other languages

Benefits

Financial benefits that show we value your work; Flexibility to work from home, the office, or abroad; A Revolut Metal subscription loaded with perks; Exciting events year-round so you can get to know your team