Finance Manager | Remote
Posted 1 day ago by Crossing Hurdles
Negotiable
Undetermined
Remote
United Kingdom
Summary: The role of Private Wealth Management / Personal Finance Advisor involves delivering expert financial guidance to clients with diverse risk profiles and income levels. The advisor will design and manage personalized investment portfolios while improving AI-driven advisory solutions. Strong communication skills and a commitment to client confidentiality are essential for success in this remote position. The role requires a flexible commitment of 10–40 hours per week.
Key Responsibilities:
- Deliver expert personal finance and wealth management guidance to individuals across varied risk profiles and income levels.
- Design and manage portfolio construction, expense management, and financial decision-making strategies aligned with client goals and risk tolerance.
- Apply real-world private wealth management experience to improve AI-driven advisory solutions at scale.
- Provide asynchronous feedback and participate in focused review sessions with research teams.
- Translate complex financial situations into clear, client-ready recommendations.
- Demonstrate exceptional written and verbal communication in all advisory and collaboration contexts.
- Uphold the highest standards of discretion, professionalism, and client-first service.
Key Skills:
- Strong hands-on experience in private wealth management or personal finance advisory roles.
- Proven ability to design and implement personalized investment portfolios and financial planning strategies.
- Experience serving clients across retail, mass-affluent, HNW, and UHNW segments.
- Strong analytical skills with the ability to synthesize financial data into actionable insights.
- Excellent written and verbal communication skills with a focus on clarity and empathy.
- Ability to work independently in a remote, collaborative, and fast-paced environment.
- Unwavering commitment to ethical standards and client confidentiality.
Salary (Rate): £300.00/hr
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Position: Private Wealth Management / Personal Finance Advisor
Type: Hourly contract
Compensation: $160-$300/hr
Location: Remote
Commitment: 10–40 hours/week
Role Responsibilities
- Deliver expert personal finance and wealth management guidance to individuals across varied risk profiles and income levels.
- Design and manage portfolio construction, expense management, and financial decision-making strategies aligned with client goals and risk tolerance.
- Apply real-world private wealth management experience to improve AI-driven advisory solutions at scale.
- Provide asynchronous feedback and participate in focused review sessions with research teams.
- Translate complex financial situations into clear, client-ready recommendations.
- Demonstrate exceptional written and verbal communication in all advisory and collaboration contexts.
- Uphold the highest standards of discretion, professionalism, and client-first service.
Requirements
- Strong hands-on experience in private wealth management or personal finance advisory roles.
- Proven ability to design and implement personalized investment portfolios and financial planning strategies.
- Experience serving clients across retail, mass-affluent, HNW, and UHNW segments.
- Strong analytical skills with the ability to synthesize financial data into actionable insights.
- Excellent written and verbal communication skills with a focus on clarity and empathy.
- Ability to work independently in a remote, collaborative, and fast-paced environment.
- Unwavering commitment to ethical standards and client confidentiality.
Application Process (Takes 20 Min)
- Upload resume
- Interview
- Submit form