Private Wealth Management / Personal Finance Advisor in Edinburgh

Job Title: Private Wealth Management / Personal Finance Advisor

Job Type: Part-time, Contract

Location: Remote

Job Summary:

Join our customer’s team as a Private Wealth Management / Personal Finance Advisor and offer your expertise to improve personalized wealth management at scale. You’ll work closely with one of the leading AI labs on a core capability, conducting focus sessions and providing async feedback to elevate the personal finance user experience. We are seeking top-tier professionals who place a premium on exceptional client service and communication.

Key Responsibilities:

• Deliver expert personal finance guidance to individuals with varying risk profiles and income levels.
• Work closely with researchers to provide asynchronous feedback and expertise that enhance advisory solutions at scale.
• Design and manage strategies for portfolio construction, expense management, and financial decision-making that align with individual client risk profiles and goals, including complex scenarios.
• Leverage extensive experience from leading private wealth management and personal finance practices to drive best-in-class outcomes.
• Demonstrate exemplary written and verbal communication in all client and team interactions.
• Maintain the utmost discretion, professionalism, and a client-first approach throughout all advisory engagements.

Required Skills and Qualifications:

• Several years of hands-on experience and leadership in private wealth management or personal finance advisory at a leading financial institution (e.g., Schwab Private Client Services, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch).
• Proven track record designing and implementing investment personalized portfolios, expense management processes, and decision-making strategies tailored to client-specific risk profiles and income.
• Expertise in delivering high-touch client service to discerning clientele.
• Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations.
• Exceptional written and verbal communication skills, prioritizing clarity, empathy, and professionalism.
• Ability to thrive in a remote, collaborative, and fast-paced environment.
• Unwavering commitment to ethical standards and client confidentiality.

Preferred Qualifications:

• Experience leading advisory teams or high-impact client initiatives in a private wealth practice.
• CFA, CFP, or other relevant professional certifications.
• Familiarity with digital tools.