Functional Consultant – Industry Role Wealth Management
2 weeks ago
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 fintechs 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 file-checking advice reporting wealth nudges Key Requirements Background Degree in Business Finance Economics or Technology MBA preferred but not mandatory Domain Strong experience between 8 to 12 years in Wealth Management Financial Services prior consulting experience with Big 4s Accenture MBBs in BFSI a plus Skills o Analytical and structured thinking ability to translate business problems into workflows o Excellent communication and presentation skills Mindset o Curiosity to learn agentic AI and apply it in real client contexts o Entrepreneurial proactive and comfortable engaging directly with clients
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Noida, Uttar Pradesh, India Dailoqa Full timeRole 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 fintechs serve their clients The role offers...
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Functional Consultant – Industry Role Banking
2 weeks ago
Mumbai, Maharashtra Noida, Uttar Pradesh, India Dailoqa Full timeJob Title Functional Consultant - Industry Role Banking Location Mumbai Noida We re seeking motivated and proactive professionals 8-10 years of experience in Financial Services or Consulting passionate about applying Agentic AI and first-principles thinking to transform Retail and Commercial Banking Ideal candidates will have a solid background as a Business...
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Leadership - Wealth Management
3 weeks ago
Mumbai, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Leadership - wealth management
3 weeks ago
Mumbai, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Leadership - Wealth Management
3 weeks ago
Mumbai, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
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Leadership - Wealth Management
3 weeks ago
Mumbai, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
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Wealth Manager
2 days ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
7 hours ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
20 hours ago
mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
5 hours ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
