Job<\/span> <\/span>Title:<\/span> Functional Expert<\/span><\/span><\/b> <\/span>\u2013<\/span> Wealth Mgmt. Industry\nProposition<\/span><\/span>
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Function:<\/span> <\/span><\/span><\/b>Industry Solutions<\/span><\/span>
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Role<\/span> <\/span>Overview<\/span>:<\/span><\/span>
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We are<\/span> <\/span>seeking<\/span> <\/span>a<\/span> <\/span><\/span>Functional<\/span> Consultant <\/span><\/span><\/b>with<\/span> <\/span>a<\/span> <\/span>strong<\/span> <\/span>interest<\/span> <\/span>in<\/span> <\/span>the<\/span> <\/span><\/span>Wealth<\/span> <\/span>Management <\/span>domain<\/span> <\/span><\/span><\/b>who<\/span> <\/span>can<\/span> <\/span>work<\/span> <\/span>at<\/span> <\/span>the<\/span> <\/span>intersection<\/span> <\/span>of<\/span> <\/span><\/span>client<\/span> <\/span>engagement<\/span> <\/span>and<\/span> <\/span>project<\/span> <\/span>leadership<\/span><\/span><\/b>.<\/span> <\/span>This <\/span>role<\/span> <\/span>is<\/span> <\/span>ideal<\/span> <\/span>for<\/span> <\/span>a<\/span> <\/span><\/span>self\-starter<\/span> <\/span><\/span><\/b>who<\/span> <\/span>wants<\/span> <\/span>to<\/span> <\/span><\/span>learn<\/span> <\/span>and<\/span> <\/span>apply<\/span> <\/span>agentic<\/span> <\/span>AI<\/span> <\/span>concepts<\/span> <\/span><\/span><\/b>to<\/span> <\/span>transform <\/span>how <\/span>wealth <\/span>managers, <\/span>banks, <\/span>and <\/span>fintech <\/span>serve <\/span>their <\/span>clients.<\/span><\/span>
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The<\/span> <\/span>role<\/span> <\/span>offers<\/span> <\/span>a<\/span> <\/span>unique<\/span> <\/span>opportunity<\/span> <\/span>to<\/span> <\/span>contribute<\/span> <\/span>to<\/span> <\/span><\/span>high\-profile<\/span> <\/span>projects<\/span> <\/span><\/span><\/b>with<\/span> <\/span>global<\/span> <\/span>BFSI <\/span>clients <\/span>(UK, <\/span>Europe, <\/span>India), <\/span>support <\/span>CXO\-level <\/span>business <\/span><\/b><\/span><\/span>
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development<\/span><\/span><\/b>, <\/span>and <\/span>build <\/span>deep<\/b><\/span><\/span>
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expertise<\/span> <\/span>in<\/span> <\/span>AI\-powered<\/span> <\/span>wealth<\/span> <\/span>journeys<\/span> <\/span><\/span><\/b>(such<\/span> <\/span>as<\/span> <\/span>onboarding,<\/span> <\/span>suitability assessment,<\/span> <\/span>advice<\/span> <\/span>reporting, <\/span>wealth <\/span>nudges).<\/span><\/span>
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Key<\/b><\/span> <\/b><\/span>Responsibilities<\/b><\/span><\/span>
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Project<\/b><\/span> <\/b><\/span>Leadership<\/b><\/span> <\/b><\/span>s<\/b><\/span> <\/b><\/span>Delivery<\/b><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Lead<\/span> <\/span>functional<\/span> <\/span>work\-streams<\/span> <\/span>in<\/span> <\/span>wealth<\/span> <\/span>management<\/span> <\/span>projects<\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Translate <\/span>client <\/span>business <\/span>requirements <\/span>into <\/span>structured <\/span>data <\/span>models, <\/span>rules, <\/span>and workflows<\/span> <\/span>aligned<\/span> <\/span>to<\/span> <\/span>regulatory<\/span> <\/span>frameworks<\/span> <\/span>(e.g.,<\/span> <\/span>MiFID<\/span> <\/span>II,<\/span> <\/span>FCA<\/span> <\/span>Consumer<\/span> <\/span>Duty,<\/span> <\/span>SEBI)<\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Collaborate<\/span> <\/span>with<\/span> <\/span>AI<\/span> <\/span>architects<\/span> <\/span>and<\/span> <\/span>tech<\/span> <\/span>teams<\/span> <\/span>to<\/span> <\/span>design<\/span> <\/span>and<\/span> <\/span>deliver<\/span> <\/span>agentic<\/span> <\/span>AI <\/span>prototypes <\/span>and <\/span>solutions<\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Support<\/span> <\/span>deliveries<\/span> <\/span>of<\/span> <\/span>agentic<\/span> <\/span>AI<\/span> <\/span>solutions<\/span> <\/span>including<\/span> <\/span>functional<\/span> <\/span>documentation, <\/span>validation <\/span>of <\/span>the <\/span>solutions <\/span>and <\/span>demos <\/span>to <\/span>clients<\/span><\/span>
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Business<\/b> <\/b><\/span>Development<\/b><\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Work<\/span> <\/span>with<\/span> <\/span>leadership<\/span> <\/span>to<\/span> <\/span>develop<\/span> <\/span>proposals<\/span> <\/span>for<\/span> <\/span>BFSI<\/span> <\/span>clients,<\/span> <\/span>focused<\/span> <\/span>on<\/span> <\/span>wealth management<\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Conduct<\/span> <\/span>market<\/span> <\/span>research<\/span> <\/span>on<\/span> <\/span>wealth<\/span> <\/span>management<\/span> <\/span>trends,<\/span> <\/span>competitors,<\/span> <\/span>and<\/span> <\/span>regulatory <\/span>changes<\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Build<\/span> <\/span>and<\/span> <\/span>deliver<\/span> <\/span>client<\/span> <\/span>presentations,<\/span> <\/span>demos,<\/span> <\/span>and<\/span> <\/span>POVs<\/span> <\/span>to<\/span> <\/span>support<\/span> <\/span>business development<\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Contribute<\/span> <\/span>to<\/span> <\/span>thought\-leadership<\/span> <\/span>content<\/span> <\/span>(e.g.,<\/span> <\/span>LinkedIn<\/span> <\/span>posts,<\/span> <\/span>client<\/span> <\/span>workshops, <\/span>summit <\/span>collateral)<\/span><\/span>
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AI<\/b> <\/b><\/span>s<\/b> <\/b><\/span>Domain<\/b> <\/b><\/span>Learning<\/b><\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Over<\/span> <\/span>time,<\/span> <\/span>develop<\/span> <\/span>a<\/span> <\/span>working<\/span> <\/span>knowledge<\/span> <\/span>of<\/span> <\/span>agentic<\/span> <\/span>AI<\/span> <\/span>concepts<\/span> <\/span>(RAG,<\/span> <\/span>knowledge <\/span>graphs,<\/span> <\/span>intelligent<\/span> <\/span>data<\/span> <\/span>extraction)<\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span>Experiment<\/span> <\/span>with<\/span> <\/span>AI\-native<\/span> <\/span>tools<\/span> <\/span>(conversational<\/span> <\/span>apps,<\/span> <\/span><\/span>
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