Functional Consultant – Industry Role Wealth Management

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

· 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 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