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

AI s Domain Learning

Key Requirements

What We Offer

Apply now at https : / / www.dailoqa.com / careers