Head of Investment Advisory

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 50+ 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 WorkTM. So far, we have 10,000+ 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

Our Private Banking team is the cornerstone of our exclusive new offering, driving long-term relationships with high-net-worth individuals across the globe. We operate with precision and expertise. From onboarding to ongoing financial guidance, we apply a solution-oriented approach and use our know-how to grow and nurture our high-value customer relationships.

We're looking for a Head of Investment Advisory to build and lead a team of advisors, driving the growth and excellence of our advisory service. As an investment expert and leader, you'll shape the future of our high-net-worth client services, ensuring we deliver exceptional value and maintain our competitive edge in the market.

If you're a seasoned professional with a track record of delivering investment performance and leading high-performing teams, we'd love to hear from you.

What you’ll be doing

• Building and maintaining genuine relationships with high-net-worth clients, including discussing macroeconomic trends and specific investment ideas
• Understanding client financial goals, risk tolerance, and investment preferences to provide personalised investment advice
• Advising on portfolio management strategies, including asset allocation across a range of financial products (equities, bonds, derivatives, etc.)
• Developing central investment strategies to deliver value to clients, monitor performance, and update with market conditions
• Collaborating with internal and external partners to deliver comprehensive wealth management solutions
• Hiring, leading, and mentoring a high-performing team of investment advisors, reinforcing Revolut’s value of Dream Team
• Defining and managing KPIs for the Advisory team, ensuring delivery of exceptional service and results to our clients

What you'll need

• Appropriate investment qualifications (UK Level 4 minimum, level 6 preferred)
• Solid knowledge of macroeconomics, portfolio construction, and behavioural economics
• An expert understanding of asset classes (equities, bonds, alternatives, etc.)
• 10+ years of investment experience, with 5+ years delivering financial advice to high-net-worth clients
• 3+ years of experience leading a team of investment advisors
• A hands-on and proactive attitude
• Excellent communication skills

Nice to have

• EEA EFQ 5 or equivalent
• IMC, CFA, or CISI
• Quantitative and analytical skills
• Fluency in multiple European languages
• Experience building processes and teams from scratch

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.
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