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Remote Personal Banker & AI-Driven Financial Advisor
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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.