Functional Expert - Wealth Mgmt. Industry Proposition

JobTitle: Functional Expert– Wealth Mgmt. Industry Proposition

Function:Industry Solutions

We areseekingaFunctional Consultant withastronginterestintheWealthManagement domainwhocanworkattheintersectionofclientengagementandprojectleadership.This roleisidealforaself-starterwhowantstolearnandapplyagenticAIconceptstotransform howwealthmanagers,banks,andfintechservetheirclients.

Theroleoffersauniqueopportunitytocontributetohigh-profileprojectswithglobalBFSI clients(UK,Europe,India),supportCXO-levelbusiness

development,andbuilddeep

expertiseinAI-poweredwealthjourneys(suchasonboarding,suitability assessment,advicereporting, wealthnudges).

ProjectLeadershipsDelivery

·Leadfunctionalwork-streamsinwealthmanagementprojects

·Translateclientbusinessrequirementsintostructureddatamodels,rules,and workflowsalignedtoregulatoryframeworks(e.g.,MiFIDII,FCAConsumerDuty,SEBI)

·CollaboratewithAIarchitectsandtechteamstodesignanddeliveragenticAI prototypesandsolutions

·SupportdeliveriesofagenticAIsolutionsincludingfunctionaldocumentation, validationofthesolutionsanddemostoclients

·WorkwithleadershiptodevelopproposalsforBFSIclients,focusedonwealth management

·Conductmarketresearchonwealthmanagementtrends,competitors,andregulatory changes

·Buildanddeliverclientpresentations,demos,andPOVstosupportbusiness development

·Overtime,developaworkingknowledgeofagenticAIconcepts(RAG,knowledge graphs,intelligentdataextraction)

·ExperimentwithAI-nativetools(conversationalapps,