financial services consultant

Caelius Consulting

5–8 YearsChandigarh, HyderabadSalesforce Practice
 Role Overview
 
We are looking for a Salesforce Financial Services Cloud (FSC) Consultant to design and implement enterprise-grade solutions for banking, insurance, or financial services clients. The ideal candidate should have strong hands-on experience in Salesforce FSC, OmniStudio, Service Cloud, and Sales Cloud, along with the ability to translate business requirements into scalable and secure Salesforce solutions.
 
Key Responsibilities
 Implement and customize Salesforce Financial Services Cloud (FSC) solutions.
 Lead requirement gathering workshops with business stakeholders.
 Translate business requirements into scalable FSC solutions.
 Design data models leveraging FSC standard objects (Households, Financial Accounts, Assets & Liabilities, Relationship Groups, Action Plans).
 Configure Service Cloud & Sales Cloud features, including workflows, flows, validation rules, and automation.
 Design security models, role hierarchies, and governance aligned with financial services best practices.
 Integrate Salesforce with core banking/insurance systems and third-party applications.
 Support UAT, deployment, and post-production support.
 Collaborate with stakeholders, architects, and developers across the project lifecycle.
 Required Skills & Experience
 Core Salesforce Expertise: Strong knowledge of Salesforce Data Model, Apex Programming, Lightning Web Components (LWC), and Salesforce Flows.
 FSC & OmniStudio: Hands-on experience with Salesforce Financial Services Cloud. Development experience with OmniStudio, including OmniScripts, FlexCards, and DataRaptors.
 Functional & Domain Knowledge: Experience leading business workshops and solution design. Strong understanding of financial services processes and regulatory frameworks such as KYC, AML, and GDPR.
 Domain Experience (At least one): Retail or Commercial Banking, Wealth & Asset Management, Insurance, or Mortgage / Lending.
 Integrations & Architecture: Experience with REST/SOAP API integrations, data modeling, security, and automation using Flow.

Salesforce Financial Services Cloud (FSC) Consultant

<div>At EY, we&rsquo;re all in to shape your future with confidence. 
We&rsquo;ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. 
Join EY and help to build a better working world. 
The opportunity 
EY is looking for a Senior Consultant to join FAAS team to lead on complex advisory engagements and support growth of the business. 
Your key responsibilities 
As a Senior Consultant, you'll participate in client engagements, contributing in both financial and non- financial service sectors. You&rsquo;ll collaborate with the manager and client to determine a FAAS strategy that appropriately addresses risk and manages client expectations relating to deliverables, while ensuring FAAS engagement teams understand the client's needs and expectations and that the work product is client-focused, clear, accurate and well-presented.
Timely delivery of projects in compliance with regulatory frameworks is essential, as is working with other service lines in providing an integrated service delivery. 
Skills and attributes for success 
Pro-activity, accountability and results- driven people will flourish in this environment. Dealing with competing priorities, understanding how to manage resources and communicating effectively are key skills. This will have a huge impact on those around you and help promote a positive work ethic. 
To qualify for the role, you must have 
<ul><li>
A bachelor's degree and approximately 2 to 4 years of related work experience</li><li>
An undergraduate or master's degree in accounting and/or another appropriate academic major</li><li>
CPA/CA/ACCA certification is a plus.</li><li>
Big 4 experience (audit or advisory) is preferable.</li></ul> 
What we offer you 
At EY, we&rsquo;ll develop you with future-focused skills and equip you with world-class experiences. We&rsquo;ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. 
Are you ready to shape your future with confidence? Apply today. 
To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need. 
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. 
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. 
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.</div>

Senior Consultant -FAAS-Finance Transformation-Cairo

LIN INTL DEBT MANAGEMENT

About the Role We are looking for confident, persuasive, and results-driven consultants to help individuals facing financial difficulties find structured solutions for their bank liabilities. This is a consultative sales role where you will speak with clients who are already seeking help. Your job is to assess their situation, explain the risks and options, and guide them toward enrolling in our professional debt management services. If you are uncomfortable discussing money, handling objections, or asking for commitment &mdash; this role is not for you.Key Responsibilities<ul><li>Conduct structured financial consultation calls</li><li>Build urgency by explaining legal and financial consequences</li><li>Educate clients on restructuring and negotiation options</li><li>Handle objections confidently and professionally</li><li>Follow up persistently with undecided clients</li><li>Close clients on service enrollment and payment</li><li>Maintain accurate CRM updates after each interaction</li></ul>Who We Are Looking For This role is for closers, not order-takers.You MUST have:✔ 3&ndash;5 years of proven sales experience ✔ Strong spoken English (Arabic, Hindi, or Tagalog is a plus) ✔ Confidence speaking about money and financial hardship ✔ Ability to control conversations and lead clients ✔ Thick skin &mdash; you won&rsquo;t take rejection personally ✔ A persuasive personality with natural authority ✔ Hunger for commission and performance rewardsYou are NOT suitable if: ✖ You avoid asking for payment ✖ You feel bad discussing financial consequences ✖ You prefer &ldquo;customer service&rdquo; over sales ✖ You give up after 1&ndash;2 follow-upsSkills That Will Make You Successful<ul><li>Consultative selling</li><li>Objection handling</li><li>Emotional intelligence</li><li>Negotiation skills</li><li>Strong follow-up discipline</li><li>Ability to explain complex information simply</li></ul>Compensation Structure Fixed Salary + High Commission + Performance Bonuses Top performers earn significantly above base salary. Your income depends on your closing ability and consistency.Growth Opportunity High performers can grow into:<ul><li>Senior Financial Consultant</li><li>Team Leader</li><li>Training &amp; Quality Coach</li></ul>We promote based on performance, not seniority.Important This is a target-driven, performance-based environment. If you are competitive, coachable, and driven by results, you will thrive here.Job Type: Full-timePay: AED5,000.00 - AED7,000.00 per monthExperience:<ul><li>Relevant Sales : 3 years (Required)</li></ul>

Financial Solutions Consultant (Debt Management Advisor) (Own Visa)

Capitex

Job Title: Financial Crime Compliance (FCC) Consultant / Assistant Manager:
 
Location: Riyadh, KSA
 Contract Duration: 6 months
 Level: Consultant to Assistant Manager
 
Job Description: 
We are seeking experienced Financial Crime Compliance (FCC) professionals to support the design, implementation, and enhancement of the Bank’s FCC framework. The role will involve working across key financial crime domains and engaging with senior stakeholders to strengthen regulatory compliance and risk management.
 
Key Responsibilities: 
<ul>
<li>Support the design, implementation, and ongoing enhancement of the Bank’s Financial Crime Compliance (FCC) framework, including:</li>
<li>AML/CFT</li>
<li>Sanctions compliance</li>
<li>Know Your Customer (KYC)</li>
<li>Transaction Monitoring</li>
<li>Financial crime investigations</li>
<li>Ensure FCC policies, procedures, and standards are aligned with SAMA AML/CFT Regulations, FATF recommendations, and the Bank’s internal risk appetite.</li>
<li>Conduct and support key FCC initiatives, including:</li>
<li>Financial Crime Risk Assessments (FCRA)</li>
<li>Sanctions screening model validation</li>
<li>Transaction monitoring optimisation and tuning</li>
<li>Develop and enhance FCC governance structures, policies, and procedures.</li>
<li>Provide FCC advisory support on regulatory, risk, and control matters.</li>
<li>Prepare and deliver presentations and materials for senior Compliance stakeholders and Executive Management.</li>
<li>Collaborate with internal teams to drive remediation and continuous improvement of FCC controls.</li>
</ul>
Required Knowledge & Skills: 
<ul>
<li>Strong understanding of FCC domains including AML/CFT, sanctions, KYC, and transaction monitoring.</li>
<li>Practical knowledge of SAMA regulations and FATF standards.</li>
<li>Experience with financial crime risk assessments, model validation, and monitoring optimisation.</li>
<li>Strong stakeholder management skills with experience presenting to senior management.</li>
<li>Excellent analytical, documentation, and communication skills.</li>
</ul>

Financial Crime Compliance (FCC) Consultant / Assistant Manager - Riyadh

Acenet consulting

<div><div>Experience: 12 to 20 years
 
Location: Dubai
 
Job code: 101432
 
Posted on: Feb 12, 2026 
</div> 
About Us 
AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.
Job Summary 
We are seeking an experienced Techno-Functional FinIQ Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine functional expertise in structured products and wealth management workflows with hands-on knowledge of the FinIQ platform, acting as the bridge between business stakeholders and technology teams to deliver scalable, compliant, and efficient solutions.
<div>Key Responsibilities 
<ul><li>Stakeholder Management: Collaborate with portfolio managers, product specialists, risk, operations, and compliance teams to gather, analyze, and validate business requirements.</li><li>Business Analysis: Document workflows for structured products, pricing engines, trade capture, risk analytics, settlement, and reporting, ensuring alignment with business objectives.</li><li>System Configuration: Perform hands-on configuration of FinIQ modules, tailoring solutions to Wealth &amp; Asset Management processes.</li><li>Integration Oversight: Coordinate integration projects with external systems (trading platforms, risk engines, compliance tools, settlement systems) using FIX, SWIFT, REST APIs, and MQ messaging.</li><li>Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.</li><li>Process Expertise: Provide deep functional insights into structured products, wealth management workflows, trade lifecycle, reconciliation, and compliance reporting.</li><li>Continuous Improvement: Identify opportunities to optimize workflows, enhance system performance, and improve operational efficiency.</li></ul></div>
<div>Required Skills &amp; Experience 
<ul><li>12+ years of techno-functional experience with the FinIQ platform in Wealth &amp; Asset Management.</li><li>Hands-on expertise in FinIQ modules (structured products, pricing, risk, settlement, reporting).</li><li>Strong functional knowledge of wealth management workflows, structured product lifecycle, and compliance processes.</li><li>Familiarity with financial instruments: equities, fixed income, derivatives, FX, structured products.</li><li>Technical understanding of SQL/Oracle databases, APIs, FIX protocol, SWIFT messaging, and Unix/Linux scripting (to collaborate effectively with technical teams).</li><li>Proven ability to translate business requirements into system solutions.</li><li>Excellent stakeholder management, communication, and project management skills.</li></ul></div>
<div>Preferred Qualifications 
<ul><li>Experience in Wealth &amp; Asset Management domain projects with structured products focus.</li><li>Exposure to FinIQ upgrades, patches, and new module implementations.</li><li>Background in Agile/Scrum methodologies.</li><li>Prior experience working in the Middle East financial services sector is a plus</li></ul></div>
<div>Why Join Us: 
<ul><li>Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.</li><li>Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.</li><li>Competitive compensation &amp; benefits, ESOPs and international assignments.</li><li>Supportive environment with healthy work-life balance and a focus on employee well-being.</li><li>Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</li></ul></div>
How to Apply: 
If you are interested in joining our team and meet the qualifications listed above, please apply and submit your resume highlighting why you are the ideal candidate for this position.</div>

FinIQ Consultant

Ektis

<div>
 
 About Us
 
 
 
 Specialized, disciplined, and driven by measurable growth across every engagement.
 
 
 Ektis, founded in 2025, is a financial services consulting firm built on decades of combined industry experience. Our diverse team of specialists brings deep sector expertise across the regional financial ecosystem, enabling us to turn complex challenges into practical, high-impact solutions.
 
 
 As an expert-led, boutique firm, we operate as an extension of our clients - partnering closely with financial institutions to translate ambition into measurable progress. We focus on building enduring internal capability and applying creative problem-solving that delivers lasting impact.
 
 
 Our approach integrates real-world insights with strategic thinking and disciplined execution. We define objectives with precision, map the pathways required, and deliver outcomes that work in practice - not just in presentation decks. Every deliverable is designed to be actionable, professional, and reflective of the capability and results our clients aim to achieve.
 
 
 
 Our Vision
 
 
 
 Redefining financial services consulting for a new era - accelerating ideas, deepening execution, and driving outcomes that matter.
 
 
 
 Our Mission
 
 
 
 We partner with financial institutions to turn ambition into measurable results. Guided by our entrepreneurial spirit, we integrate with client teams and combine strategic clarity, disciplined execution, and creative problem-solving to deliver lasting impact and build capabilities that endure
 
 
 
 Role Focus
 
 
 
 As a Senior Business Analyst at Ektis, you will play a pivotal role in supporting and leading consulting engagements across the financial services, fintech, and public-sector landscape. Each client brings a unique challenge, resulting in diverse projects in scope, length, and complexity. This gives you the opportunity to gain hands-on experience across multiple sectors while developing a strong problem-solving toolkit.
 
 
 You will work within a highly collaborative, agile, and entrepreneurial environment. At Ektis, we value authenticity, curiosity, and ownership - you will have the freedom to make your mark, contribute ideas, and help shape impactful solutions for our clients and communities.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Drive analytical workstreams, including data collection, quantitative analysis, market research, and competitive assessments.
 </li>
 <li>
 Support the design and development of client recommendations by collaborating closely with project teams and client stakeholders across various industries.
 </li>
 <li>
 Contribute to business development efforts through proposal creation, client pitches, and case study development.
 </li>
 <li>
 Develop internal and external knowledge assets, including thought-leadership, frameworks, and research papers.
 </li>
 <li>
 Take part in firm-building activities such as recruiting, coaching junior team members, and supporting internal capability development.
 
 
 </li>
 </ul>
 
 Candidate Profile
 
 
 
 We believe great consultants combine analytical rigor with empathy, curiosity, and strong communication. At Ektis, we look for individuals who challenge assumptions, think critically, and bring a collaborative mindset.
 
 
 
 You Are An Ideal Candidate If You
 
 
 
 <ul>
 <li>
 Are eager to contribute ideas and take ownership from day one
 </li>
 <li>
 Possess strong analytical and problem-solving skills
 </li>
 <li>
 Can prioritize effectively and thrive in fast-paced environments
 </li>
 <li>
 Bring a minimum of 2 years of professional experience in consulting, financial services, strategy, or related fields
 </li>
 <li>
 Hold a Bachelor's or Master's degree in Business, Engineering, Economics, Public Policy, or related disciplines
 </li>
 <li>
 Are fluent in English (Arabic is a strong plus)
 </li>
 <li>
 Are proficient in Microsoft Office, particularly Excel and PowerPoint
 </li>
 <li>
 Demonstrate excellent written and verbal communication skills
 
 
 </li>
 </ul>
 
 Ektis Competency Framework
 
 
 
 Our Competency Framework Provides a Transparent View Of The Behaviors And Capabilities We Expect At Each Grade, Supporting Growth, Development And Clarity Across The Firm. Senior Business Analysts Are Expected To Build Growing Independence, Confidence And Ownership Across The Following Five Areas
 
 
 
 Technical Capabilities
 
 
 &ndash;
 
 Structured problem solving, analytical rigor, strong synthesis, and producing credible, insight-driven outputs.
 
 
 
 Delivery Excellence
 
 
 &ndash;
 
 Managing modules effectively; contributing to planning and execution; supporting BAs and Analysts; and helping maintain a balanced, sustainable working environment.
 
 
 
 Effective Communication
 
 
 &ndash;
 
 Clear, concise verbal, written and visual communication, with the ability to present sections of work and support client storylines.
 
 
 
 Client Relations
 
 
 &ndash;
 
 Building early trust with client stakeholders; participating confidently in interviews, workshops and discussions; and demonstrating professionalism and maturity.
 
 
 
 Ektis Spirit
 
 
 &ndash;
 
 Demonstrating our values and behaviors, showing initiative and ownership, and contributing actively to team culture, knowledge-sharing and firm building.
 
 
 
 What We Can Offer You
 
 
 
 At Ektis, our people work every day to make a meaningful difference for clients, colleagues, and the financial services ecosystem. We support them through a competitive compensation package and a range of benefits designed to help them grow and thrive, including:
 
 
 <ul>
 <li>
 Competitive compensation and performance-based rewards
 </li>
 <li>
 Comprehensive health insurance coverage
 </li>
 <li>
 Structured learning, mentorship, and on-the-job development opportunities
 </li>
 <li>
 Exposure to high-impact engagements in financial services and beyond
 </li>
 <li>
 A supportive, entrepreneurial culture with opportunities for mobility, innovation, and flexible work arrangements
 </li>
 </ul>
</div>

Financial Services Consulting - Senior Business Analyst

Mastercard

<div>
 
 Our Purpose
 
 
 
 
 Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we&rsquo;re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
 
 
 
 
 Title And Summary
 
 
 
 Managing Consultant &ndash; Fraud SME - Advisors &amp; Consulting Services
 
 
 Managing Consultant &ndash; Fraud SME
 
 
 Advisors &amp; Consulting Services
 
 
 Services within Mastercard is responsible for acquiring, engaging, and retaining customers by managing fraud and risk, enhancing cybersecurity, and improving the digital payments experience. We provide value-added services and leverage expertise, data-driven insights, and execution. Our Advisors &amp; Consulting Services team combines traditional management consulting with Mastercard&rsquo;s rich data assets, proprietary platforms, and technologies to provide clients with powerful strategic insights and recommendations. Our teams work with a diverse global customer base across industries, from banking and payments to retail and restaurants.
 
 
 The Advisors &amp; Consulting Services group has five specializations: Strategy &amp; Transformation, Performance Analytics, Business Experimentation, Marketing, and Program Management. Our Strategy &amp; Transformation consultants lead clients through impactful decision-making as they tackle strategic, tactical, operational, and transformational business challenges. They apply a broad set of problem-solving techniques to improve the client&rsquo;s overall strategy, performance, and operations.
 
 
 Positions for different specializations and levels are available in separate job postings. Please review our consulting specializations to learn more about all opportunities and apply for the position that is best suited to your background and experience: https://careers.mastercard.com/us/en/consulting-specializations-at-mastercard
 
 
 Roles and Responsibilities
 
 
 Client Impact
 
 
 <ul>
 <li>
 Lead client engagements across a range of industries and problem statements, mainly by consulting on fraud management with a focus on related fraud products
 </li>
 <li>
 Develop strategies and programs for large, regional, and global clients by leveraging data and technology solutions to unlock client value
 </li>
 <li>
 Own key relationships with mid-level to senior client stakeholders and independently assess client agenda, internal culture, and change readiness
 
 
 
 </li>
 </ul>
 Team Collaboration &amp; Culture
 
 
 <ul>
 <li>
 Lead team to creative insights and sound business recommendations, and deliver impactful client presentations while growing team members&rsquo; roles and skills
 </li>
 <li>
 Provide analytical and day-to-day project delivery team leadership, and create a collaborative and inclusive environment for all levels
 </li>
 <li>
 Collaborate with internal Mastercard stakeholders including Product and Business Development to scope projects, create relevant solutions for clients, and build the firm's intellectual capital
 </li>
 <li>
 Provide on-the-job training, coaching, and mentorship to junior consultants
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 Basic qualifications
 
 
 <ul>
 <li>
 Undergraduate degree with work experience in consulting, corporate strategy, business intelligence, business line management, or product management of card fraud products (Scoring systems)
 </li>
 <li>
 Experience coaching and managing teams across multiple consulting engagements that involve structured problem solving and stakeholder management
 </li>
 <li>
 Experience managing key client relationships
 </li>
 <li>
 Knowledge of business KPIs, financials, and organizational leadership
 </li>
 <li>
 Ability to identify new business development opportunities, and experience drafting proposals and scoping new opportunities
 </li>
 <li>
 Logical, structured thinking, and affinity for numerical analysis
 </li>
 <li>
 Advanced Word, Excel, and PowerPoint skills
 </li>
 <li>
 Ability to manage multiple tasks and clients in a fast-paced, deadline-driven environment
 </li>
 <li>
 Ability to communicate effectively in English and the local office language (if applicable)
 </li>
 <li>
 Eligibility to work in the country where you are applying, as well as apply for travel visas as required by travel needs
 </li>
 <li>
 Ability to travel to client sites on a semi-regular basis
 
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 Experience generating new knowledge or creating innovative solutions for a firm
 </li>
 <li>
 Relevant industry expertise on fraud scoring products
 </li>
 <li>
 MBA or master&rsquo;s degree with relevant specialization (not required)
 
 
 
 </li>
 </ul>
 
 Corporate Security Responsibility
 
 
 
 All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
 
 
 <ul>
 <li>
 Abide by Mastercard&rsquo;s security policies and practices;
 </li>
 <li>
 Ensure the confidentiality and integrity of the information being accessed;
 </li>
 <li>
 Report any suspected information security violation or breach, and
 </li>
 <li>
 Complete all periodic mandatory security trainings in accordance with Mastercard&rsquo;s guidelines.
 </li>
 </ul>
</div>

Managing Consultant – Fraud SME - Advisors & Consulting Services

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