Process consultant-Investment & wealth management-
ThoucentricWhitefield, BangalorePosted 5 months agoA free account shows the apply link for every role and matches you to the ones that fit your resume.
About the role
Thoucentric provides client-facing consulting for investment and wealth management transformation. The consultant will assess processes, define functional solutions, and support delivery of AI, data, and automation initiatives.
What you'll do
- Assess current processes and design target-state workflows
- Define operating models, KPIs, and measurable outcomes
- Translate business needs into functional requirements for AI and automation
- Support UAT, training, change management, and deployment
- Coordinate delivery priorities and resolve functional issues
Skills
Must have
- Investment management
- Wealth management
- Process mapping
- Requirements gathering
- User acceptance testing
- Business transformation
- Process consulting
- AI
- Automation
- Data-driven transformation
Nice to have
- Portfolio management systems
- Order management systems
- Portfolio management systems (pms)
- Kyc/aml
- Financial suitability
- Fatca/crs
- Mifid
- Lean six sigma
Who it's for
- Experience
- 5 to 10 years
- Domain
- wealth management
About Thoucentric
Thoucentric has 12 open roles in Bangalore, at Thoucentric Bangalore. See every Thoucentric role.
More at Thoucentric
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Mid level · 4 to 10 years
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