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Crossing Hurdles
Wealth Management Expert | Remote

Wealth Management Expert | Remote

Remote

United kingdom

$ 100 /hour

Freelance

05-01-2026

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Skills

Communication Research Attention to detail Analytical Skills

Job Specifications

Position: Private Wealth Management Expert

Type: Hourly contract

Compensation: $100/hr

Location: Remote

Commitment: Minimum 10 hours/week

Role Responsibilities

Contribute domain expertise in private wealth management to support research initiatives with a leading AI lab
Design, review, and evaluate finance-related prompts, scenarios, and outputs aligned with real-world wealth management workflows
Assess AI-generated recommendations for accuracy, relevance, and practical applicability in client-facing wealth management contexts
Provide structured feedback to improve AI performance across portfolio construction, performance analysis, and personalized financial strategies

Requirements

Strong experience working in private wealth management at top-tier firms
Strong experience in one or more of the area: Client personalization, Performance management, Alternative investments, Tax-loss harvesting
Strong analytical skills and attention to detail
Strong written communication skills for structured feedback and evaluation

Application Process

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About the Company

At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals. Our focus is on connecting organisations with top-tier talent by sourcing, screening, and presenting only the top 1% of candidates across a wide range of industries. We work closely with clients to understand their unique needs, ensuring that we find candidates who not only fit the role but also align with their organizational culture. Over the past few quarters, we've successfully p... Know more