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Wealth Management Expert – Portfolio Strategy

  • Full Time
  • Anywhere

About Mercor

Mercor

Review and evaluate AI-generated outputs for portfolio recommendations, financial planning scenarios, and client communication as a Wealth Management Expert – Portfolio Strategy.

Requirements

  • 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
  • Background in financial planning, client advisory, portfolio management, asset allocation, alternative investments, trust and estate planning, or institutional asset management.
  • Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
  • Clear written communication and attention to detail.

Benefits

  • Competitive Task Completion Pay
  • Weekly bonus incentive for top performers
  • Potential transition to hourly compensation for sustained quality

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

Working in Singapore

Singapore, officially the Republic of Singapore, is an island country in Southeast Asia. Its territory comprises a main island, over 60 satellite islands and islets, and one outlying islet. The country is about one degree of latitude north of the equator, off the southern tip of the Malay Peninsula, bordering the Strait of Malacca to the west, the Singapore Strait to the south along with the Riau Islands in Indonesia, the South China Sea to the east and the Straits of Johor along with the State of Johor in Malaysia to the north.

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