Functional Expert - Wealth Management

Job Title : Functional Expert

– Wealth Management

Function : Industry Solutions

Role Overview : We are seeking a

Functional Expert

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

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)

AI s Domain Learning

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)

Key Requirements

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 :

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

Excellent communication and presentation skills

Mindset :

Curiosity to learn agentic AI and apply it in real client contexts

Entrepreneurial, proactive, and comfortable engaging directly with clients

What We Offer

Opportunity to work on

cutting-edge AI-native projects

with leading banks, wealth managers, and fintechs.

Structured

learning path on agentic AI

and its application to financial services

Exposure to

CXO-level business development

and international client engagements

Entrepreneurial culture where you can

shape the future of BFSI AI adoption

Lead at the frontier : Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI.

Learn continuously : Gain hands-on experience with emerging frameworks, and contextual AI solutions.

Collaborate widely : Work alongside visionaries across business, AI, and technology domains.

Drive visible impact : Build capabilities that redefine customer experiences, agility, and operational intelligence.

Grow your career in a learning-driven, innovation-led consulting environment.

Apply now at