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Private Banker jobs in United States

Remote Personal Banker & AI-Driven Financial Advisor

Rabobank

Plymouth
Remote
GBP 30,000 - 50,000
6 days ago
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Relationship Banker & Client Solutions Advisor

Bank of America

Stafford
On-site
GBP 25,000 - 35,000
6 days ago
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Relationship Banker - Houston Loop area

Bank of America

Stafford
On-site
GBP 25,000 - 35,000
6 days ago
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Customer-Focused Personal Banker – London

NatWest Group

Greater London
On-site
GBP 60,000 - 80,000
7 days ago
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Part-Time Personal Banker — Build Your Banking Career

Career Choices Dewis Gyrfa Ltd

Haverfordwest
On-site
GBP 26,000 - 30,000
7 days ago
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Investment Banker - Nordic

UBS

Greater London
On-site
GBP 80,000 - 120,000
7 days ago
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Nordic Investment Banker: Origination & Execution Leader

UBS

Greater London
On-site
GBP 80,000 - 120,000
7 days ago
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Snr Finance Manager - Bank

hireful

City Of London
Hybrid
GBP 85,000 - 100,000
4 days ago
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Part-Time Personal Banker: Training, Growth & Service

NatWest Group

Haverfordwest
On-site
GBP 40,000 - 60,000
8 days ago

Personal Banker: Training & Customer Experience

NatWest Group

Newcastle upon Tyne
On-site
GBP 40,000 - 60,000
10 days ago

Customer-First Personal Banker (Training Included)

NatWest Group

Newcastle-under-Lyme
On-site
GBP 10,000 - 40,000
10 days ago

Remote Personal Banker — Growth & Financial Health Checks

NatWest Group

Braintree
Hybrid
GBP 26,000 - 31,000
10 days ago

Personal Banker: Customer-First Banking & Career Growth

NatWest Group

Trubshaw
On-site
GBP 40,000 - 60,000
10 days ago

Corporate Banker – Hospitality & Leisure Relationships

Barclays UK

Greater London
On-site
GBP 40,000 - 60,000
11 days ago

Personal Banker & Customer Service (12-Month Program)

NatWest Group

Dundee
On-site
GBP 27,000
12 days ago

Personal Banker & Customer Service – 10-Month Contract

NatWest Group

Cambridge
On-site
GBP 27,000
12 days ago

Branch Personal Banker & Customer Service

NatWest Group

Milton Keynes
On-site
GBP 40,000 - 60,000
13 days ago

Part-Time Personal Banker — Elevate Customer Banking

NatWest Group

Spalding
On-site
GBP 26,000 - 30,000
13 days ago

Senior Personal Banker: Digital Banking & Wealth Advisory

NatWest Group

High Wycombe
On-site
GBP 27,000
14 days ago

EU Banks & Structured Finance — Associate Banker

EBRD

Greater London
Hybrid
GBP 45,000 - 70,000
15 days ago

Private Banker

Norman Alex

Greater London
Hybrid
GBP 60,000 - 80,000
17 days ago

Private Banker

Barclays UK

Glasgow
On-site
GBP 70,000 - 90,000
16 days ago

Private Banker - Israeli Coverage

Barclays UK

City Of London
On-site
GBP 80,000 - 120,000
26 days ago

Private Banker

Barclays UK

Greater London
On-site
GBP 70,000 - 90,000
16 days ago

Ultra High Net Worth Private Banker

Barclays UK

City Of London
On-site
GBP 80,000 - 120,000
27 days ago
Remote Personal Banker & AI-Driven Financial Advisor
Rabobank
Remote
GBP 30,000 - 50,000
Part time
6 days ago
Be an early applicant

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.
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* 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.

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