Functional Consultant – Industry Role Wealth Management

Job Description

Role Overview : 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, file-checking, advice reporting, wealth nudges).

Requirements

Key Responsibilities

Project Leadership s Delivery

• Lead

functional work-streams in wealth management projects

client business requirements into structured

data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI)

AI architects and tech teams to design and deliver

agentic AI prototypes and solutions

deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients

Business Development

proposals for BFSI clients, focused on wealth management

market research on wealth management trends, competitors, and regulatory changes

client presentations, demos, and POVs to support business development

thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral)

AI s Domain Learning

working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)

AI-native tools (conversational apps, multi-agent systems, knowledge modelling)

Key Requirements

Background : Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory)

Domain : Strong experience between 8 to 12 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture MBBs in BFSI a plus)

Skills :

o     Analytical and structured thinking; ability to translate business problems into workflows

o     Excellent communication and presentation skills

Mindset :

o   Curiosity to learn

agentic AI and apply it in real client contexts

o    Entrepreneurial, proactive, and comfortable engaging directly with clients

Requirements

Key Responsibilities Project Leadership s Delivery