Job Summary

We are seeking a Wealth Management Domain SME to provide functional expertise across the investment and wealth management domain, with robust understanding of client and portfolio data, RM/advisor workflows and the client engagement journey. The role will bring practical knowledge of wealth management data sources, business processes and user needs across areas such as client intelligence, portfolio monitoring, opportunity identification, meeting preparation and documentation, CRM follow-ups and advisor/investor dashboards. The SME will translate these business needs into functional requirements and expected outcomes, working with Data Science and technology teams to enable data- and AI-led solutions.

Key Responsibilities

- Provide wealth management domain expertise across client, portfolio and RM/advisor workflows.
- Define business requirements for client intelligence, portfolio insights and RM/advisor use cases.
- Identify relevant data sources, data flows and business rules across wealth management processes.
- Define expected outputs for dashboards, pre-meeting briefs, meeting summaries and CRM follow-ups.




- Partner with Data Science and technology teams to translate business requirements into analytical solutions.
- Review and validate outputs to ensure they are relevant, accurate and actionable for RMs/ advisors.

Required Qualifications

- 7–12+ years of experience in wealth management/private banking, preferably supporting US, European or Middle Eastern wealth-management businesses in a domain, business analysis, product, operations or transformation capacity.
- Strong understanding of the wealth management client and RM/advisor journey.
- Good understanding of client, portfolio, CRM, transaction and investment/product data and how these are used.
- Familiarity with RM/advisor workflows, including client reviews, meeting preparation, portfolio reporting and follow-ups.
- Ability to translate business needs into clear requirements for Data Science and technology teams.
- Exposure to global wealth management businesses or clients, particularly the US, Europe or Middle East, would be preferred.
- Strong communication and stakeholder-management skills.

📌 Wealth Management – Domain SME (Gurugram)
🏢 Evalueserve
📍 Gurugram