Remote Personal Banker & AI-Driven Financial Advisor

Rabobank; Remote; GBP 30,000 - 50,000; Part time

Job summary

A major financial institution is seeking a Part-time Personal Finance Advisor to assist clients with budgeting, savings, and investment decisions. The ideal candidate will have several years of experience in banking and a strong background in personal finance. You will review real client scenarios and provide feedback to improve AI-guided financial tools, ensuring clarity and compliance. Strong communication skills and a solid understanding of financial products are essential for this role, which can be performed remotely.

Qualifications

• Several years of hands-on experience in banking roles such as Personal Banker or Financial Solutions Advisor.
• Track record of conducting needs-based financial conversations with everyday clients.
• Exceptional written communication skills to explain financial concepts.

Responsibilities

• Review scenarios that mirror real branch conversations for clients and describe how to advise them.
• Evaluate AI-generated guidance for suitability and clarity.
• Provide feedback on improving explanations for non-expert clients.

Skills

Client relationship management

Financial planning

Budgeting

Debt management

Communication

Job description

A major financial institution is seeking a Part-time Personal Finance Advisor to assist clients with budgeting, savings, and investment decisions. The ideal candidate will have several years of experience in banking and a strong background in personal finance. You will review real client scenarios and provide feedback to improve AI-guided financial tools, ensuring clarity and compliance. Strong communication skills and a solid understanding of financial products are essential for this role, which can be performed remotely.