Functional Expert - Wealth Mgmt. Industry Proposition

Job Description

Job

Title :

Functional Expert – Wealth Mgmt. Industry Proposition

Function : Industry Solutions

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, suitability assessment, advice reporting, wealth nudges).

Key Responsibilities

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

Business Development

AI s Domain Learning

Key Requirements

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

o Excellent communication

Requirements

Key Requirements