Functional Expert - Wealth Management

Job Title: Functional Expert

Function:

Role Overview:

Functional Expert

high-profile projects

development

expertise in AI-powered wealth journeys

Key Responsibilities

Project Leadership s Delivery 

• Lead functional workstreams 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 

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 (e.g., 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, multi-agent systems, knowledge modelling) 

Key Requirements

• Background: Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory) 
• Domain: Strong experience between 8 to 14 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is a plus) 
• Skills: 
• Analytical and structured thinking; ability to translate business problems into workflows 
• Excellent communication and presentation skills 

• Mindset:

• Curiosity to learn agentic AI and apply it in real client contexts 
• Entrepreneurial, proactive, and comfortable engaging directly with clients 

What We Offer

• Opportunity to work on

  cutting-edge AI-native projects

  with leading banks, wealth managers, and fintechs. 
• Structured

  learning path on agentic AI

  and its application to financial services 
• Exposure to

  CXO-level business development

  and international client engagements 
• Entrepreneurial culture where you can

  shape the future of BFSI AI adoption

   
• Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI. 
• Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions. 
• Collaborate widely: Work alongside visionaries across business, AI, and technology domains. 
• Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence. 
• Grow your career in a learning-driven, innovation-led consulting environment. 

Apply now at https://www.dailoqa.com/careers