Job Description

Job Title: Functional Expert – Wealth Mgmt. Industry Proposition

Function: Industry Solutions

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 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).

KeyResponsibilities

ProjectLeadershipsDelivery

· 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

BusinessDevelopment

· 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., Linked In posts, client workshops, summit collateral)

AIsDomainLearning

· Over time, develop a working knowledge of Agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)

· Experiment with AI-native tools (conversational apps,

Requirements
Skills & Qualifications: 8-10 years of experience in Consulting, with exposure to Retail and/or Commercial Banking domains. Strong grasp of banking products and operations, with ability to connect industry challenges to innovative solutions. Excellent problem-solving, analytical, and storytelling abilities. Adaptable and comfortable with fast-paced, multi-threaded environments. Experience in client facing roles Ability to work independently, juggle multiple projects, and prioritize effectively in a fast-paced environment. Solid interpersonal and communication skills for effective interaction with clients through email, phone, and face-to-face communication. Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience with one or more of the following areas: Banking regulations and compliance; Operational improvement and effectiveness; Technology strategy, governance and effectiveness; Business architecture and operating models; Business process improvement and robotics; Change management The ability to travel up to 100% if needed for the client engagement Mandatory - Right to Work in the UK (e.g. UK Passport, EU Settled Status, Indefinite Leave to Remain, Visa).

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