Job Title: Functional Expert - Wealth Mgmt

Industry Proposition Function: Industry Solutions Role Overview: We are seeking a Functional Consultant with a robust 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 fintech 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 and Delivery Lead functional work-streams in wealth management projects Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (eg, 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 (eg, 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,

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Functional Expert - Wealth Mgmt. Industry Proposition (Noida)
🏢 Dailoqa Solutions India
📍 Noida