Job Title: Functional Expert – Wealth Mgmt.
Industry Proposition
Function: Industry Solutions
We are seeking a Functional Consultant with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform how wealth managers, banks, and fintechs serve their clients.
The role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business
development, and build deep
expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).
Project Leadership s Delivery
· Lead functional workstreams in wealth management projects
· Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI)
· Collaborate with AI architects and tech teams to design and deliver agentic AI prototypes and solutions
· Support deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients
· Work with leadership to develop proposals for BFSI clients, focused on wealth management
· Conduct market research on wealth management trends, competitors, and regulatory changes
· Build and deliver client presentations, demos, and POVs to support business development
· Contribute to thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral)
· Over time, develop a working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)
· Experiment with AI-native tools (conversational apps, multi-agent systems, knowledge modelling)
· Background: Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory)
· Domain: Strong experience between 8 to 14 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is a plus)
· Skills:
o Analytical and structured thinking; ability to translate business problems into workflows
o Excellent communication