Investment Consultant Expert - Reviewer

Who Can Apply

• Bank relationship managers
• Financial planners
• Investment advisors / consultants
• 3+ years of professional experience
• English level: Upper Intermediate / Advanced (required)

What You’ll Do in the Application (Quick Screening Test)

You will review two pre-generated finance tasks. For each task, you’ll answer simple 1–5 ratings and give a short justification. Then, for the 2nd task, you’ll rewrite it to make it stronger.

What “Strong” Means (Simple Definition)

A strong task includes one decisive constraint that can make “reasonable” advice materially wrong or harmful if overlooked. We call this a Knife:

• A Knife is a constraint that changes the correct strategy.
• Quick test: if you remove it, the best recommendation would meaningfully change.

Examples of Knives in Finance:

• High-interest debt APR / terms
• Liquidity lockups or withdrawal penalties
• Concentration risk (single stock, employer stock)
• Tax residency / account eligibility constraints
• Risk-of-ruin (thin emergency fund, income instability)
• Compliance boundary (no illegal evasion, no guaranteed returns)

What You Will Rate (1–5) in the Form

You’ll give 3 ratings per task…