We're recruiting Finance professionals (financial planners, investment advisors/consultants, and bank relationship managers) to join a project as scenario & prompt reviewers.

What you'll do

Your role in this selection form is to complete a screening review of pre-generated financial scenarios and tasks, assessing whether they feel realistic, believable, and grounded in real-world client situations.

Who can apply

• Bank relationship managers • Investment advisors / consultants • Financial planners • 3+ years of professional experience • English required

Selection

In this application, you will review one test scenario/task following the instructions below. If selected, you will be invited to review 5 real tasks.