Wealth Planning Analyst & AI Insights

Crossing Hurdles; South Africa; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Crossing Hurdles seeks a seasoned personal financial advisor to contribute to AI training by reviewing scenarios, developing investment strategies, and ensuring regulatory compliance in simulated client cases.

You'll articulate complex financial concepts clearly, analyze hypothetical situations for risks and opportunities, and collaborate with peers to generate diverse, high-quality data that advances our project objectives.

Qualifications

• Extensive experience advising individuals in wealth, retirement, tax, and estate planning.
• Proficient in personal financial planning across retirement, education, tax, and estate strategies.
• Deep knowledge of investment vehicles, asset allocation, risk tolerance, and portfolios.
• Understanding regulatory frameworks relevant to personal finance and advisory services.
• Strong analytical ability to interpret complex financial data and produce actionable recommendations.
• Excellent written and verbal communication for explaining concepts to diverse audiences.
• Collaborative and comfortable working in expert pairs.
• Client-centered approach focusing on individual objectives.

Responsibilities

• Review, assess, and provide feedback on financial planning scenarios and client cases.
• Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
• Evaluate materials for regulatory compliance and industry best practices.
• Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
• Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
• Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
• Submit timely, actionable insights and documentation to advance the project s objectives.

Skills

Personal financial advisor experience

Financial planning proficiency

Investment portfolio construction

Regulatory compliance knowledge

Analytical skills

Written and verbal communication

Collaborative mindset

Client-focused approach

Job description

Crossing Hurdles seeks a seasoned personal financial advisor to contribute to AI training by reviewing scenarios, developing investment strategies, and ensuring regulatory compliance in simulated client cases.

You'll articulate complex financial concepts clearly, analyze hypothetical situations for risks and opportunities, and collaborate with peers to generate diverse, high-quality data that advances our project objectives.