Private Banking & Wealth Management — Consulting / Business Analyst

Accenture Global Network · Capital Markets (Financial Services) Wealth Management Centre of Excellence

About Accenture

Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations with approximately 779,000 people serving clients in more than 120 countries. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the world’s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. The company generated net revenues of US $80.6 billion for the fiscal year ended Aug. 31, 2025. You can visit us at www.accenture.com.

About Global Network

If you are looking for a career with unparalleled global impact, then Accenture invites you to learn more about our rapidly expanding Global Network. Over 10,000 management consulting and strategy professionals work in the Global Network at Accenture. Based in a prominent locations network, Global Network professionals specialize in providing cutting-edge Industry and Functional expertise and leveraging the power of Accenture to bring measurable value to our clients worldwide.

Join the Global Network and always have the backing of the established brand of Accenture to deliver large scale transformational change. Grow your career and experience a stimulating, fast-paced environment working with prestigious clients on diverse projects to solve significant business challenges. You will deliver lasting impact as you work as part of a highly specialized team, combining overseas client-site work with opportunities based locally, and contribute to high performance through continuous collaboration and knowledge sharing.

Practice Overview

Financial Services is one of the Industry Practices within Accenture’s Global Network (GN). Our team is spread across major global cities and focuses on serving global clients across Banking, Capital Markets and Insurance industries.

Within Capital Markets, the Wealth Management Centre of Excellence (WM CoE) partners with the world’s leading private banks, wealth managers, brokerages and wealth tech platforms. We help clients across the wealth value chain — from prospecting, onboarding and advisory through to execution, servicing and operations — to grow assets, modernise their front-to-back platforms, embed agentic AI, and reinvent operating models for hybrid, scalable advice. We support 9 of the top 10 global wealth management firms and partner with universal banks, private banks and independent wealth managers across all business models and asset classes.

• Wealth Management — our practitioners combine deep wealth-industry knowledge with consulting and technology skills, advising clients on advisor productivity, the intergenerational wealth transfer, private-markets and digital-asset access, unified front-to-back platforms and managed services.
• Core areas — strong focus on Front Office Advisory, CRM and advisor desktops, portfolio management, client onboarding and KYC, managed accounts (SMA/UMA), and agentic AI across the wealth value chain.

Role Snapshot

Operating Group

Capital Markets [FS] Wealth Management CoE

Level (Experience)

Analyst (3-6) / Consultant (7-11) / Manager (12-16) / Sr. Manager (17+)

Location

Bangalore / Mumbai / Pune / Hyderabad / Chennai

Travel Percentage

Expected travel could be anywhere between 0-100%

Principal Domain and Expertise

Suitable candidates should be able to consult with clients in their subject-matter expertise across Private Banking, Wealth Management and Asset & Wealth functions, including the domains below:

• Front Office / Advisory — relationship management, advisor desktop / copilot, client 360, financial planning, portfolio construction and proposal generation
• Prospecting & Onboarding — lead management, KYC/CKYC, suitability and risk profiling, document and consent capture, account opening and funding
• Investment & Portfolio Management — model portfolios, managed accounts (SMA/UMA), rebalancing, direct indexing, multi-asset and alternatives allocation
• Products — equities, fixed income, mutual funds and ETFs, managed accounts, private markets / alternatives, structured products and digital assets
• Client Servicing & Operations — case management, corporate actions, reconciliations, fee and billing, performance reporting and post-trade servicing
• Risk, Suitability & Compliance — suitability and conduct, KYC/AML, fiduciary and best-interest obligations, regulatory and supervisory reporting
• Platforms & Wealthtech — advisor and portfolio platforms, CRM, custody and book-of-record, data integration and open-architecture ecosystems
• Data / AI / Agentic AI — agentic AI on the wealth value chain, intelligent operations, RPA, data and analytics, digital transformation
• Regulatory Change — Reg BI / fiduciary standards, MiFID II, SEC/FINRA, cross-border wealth and tax-reporting regimes (e.g. FATCA/CRS)

Role Summary

Typical consulting and business-analyst responsibilities and experience include:

• Sound understanding and application of Artificial Intelligence / Agentic AI in a wealth management context
• Assess ‘AS IS – TO BE’ and define the Target Operating Model (TOM) for wealth front-to-back
• Develop and manage Business Requirement Specifications (BRS / BRD) and user stories
• Project Management and Change Management across onshore / offshore delivery
• Client Management, problem solving, excellent communication, requirement management, Agile delivery and business-case development
• Strengthen offerings — develop collateral, refine methodologies, track wealth practices and trends, and create and support proposals incorporating Accenture’s value proposition
• Incorporate Accenture best practices & delivery methodologies into every stage of the project-management lifecycle

Responsibilities by Level

Analysts / Consultants

• PMO support, testing support, data analysis and presentation support
• Foundational wealth management understanding and change expertise
• BRD / FRD / user-story ownership, documentation, process mapping and requirement gathering
• Independent workstream execution
• Problem structuring and recommendation development, stakeholder management
   

  Experience and Skills

• Prior experience on consulting projects is a must. An ideal candidate would have contributed to transformation and technology-improvement programs for private banking, wealth management and asset & wealth management firms.
• Deep functional knowledge of wealth front office (advisory), middle office, client servicing and operations.
• Experience in strategy, operations, process redesign or business architecture in a wealth management / private banking / financial services environment is highly desired.
• Hands-on experience with wealth and advisor platforms Avaloq, Temenos Wealth Suite / Triple'A / T24, Finacle WM, TCS BaNCS, Salesforce Financial Services Cloud, Fenergo, Broadridge, Charles River, InvestCloud, FNZ, Addepar, GoldenSource, SimCorp or equivalent market platforms.
• Knowledge of wealth products and instruments including equities, fixed income, mutual funds, ETFs, alternatives, structured products, managed accounts, FX, deposits, lending, insurance / annuities and family office solutions.
• Good understanding of industry trends, challenges, and business and technology imperatives across wealth management.
• Manager and Senior Manager candidates should have strong strategy and consulting experience in leading client discussions, RFI / RFP / RFQ responses, proposals, client orals, sales shaping and engagement expansion
• AI-enabled operations / intelligent process transformation.

• Education Qualifications

  Must have a Master’s Management Degree (MBA, PGDBM, MMS etc.). CFA / FRM / CFP / CWM / PRM or other industry-specific certification is an added advantage.

  Key Competencies and Skills

• Demonstrate proficiency in Digital, Agentic AI, Robotics Process Automation (RPA), data and analytics, and risk management from a private banking and wealth management perspective.
• Excellent communication, presentation and client-interaction skills.
• Structured problem solving and ability to convert ambiguous client issues into clear hypotheses, workplans and recommendations.
• Analytical bent of mind, with the ability to decide on the nature of information needed and derive business sense from it.
• Ability to think logically and present ideas convincingly.
• Initiative in keeping abreast of changing wealth industry practices, analysis and design methods, tools, techniques and emerging technologies.
• Ability to develop and maintain working relationships with a number of stakeholders and senior professionals.

• Additional Information

• Visa readiness for the US, UK, Europe, Middle East or APAC markets is a plus for suitable candidates
• Candidates should be comfortable with variable travel requirements and global delivery collaboration

Experience and Skills

• Prior experience on consulting projects is a must. An ideal candidate would have contributed to transformation and technology-improvement programs for private banking, wealth management and asset & wealth management firms.
• Deep functional knowledge of wealth front office (advisory), middle office, client servicing and operations.
• Experience in strategy, operations, process redesign or business architecture in a wealth management / private banking / financial services environment is highly desired.
• Hands-on experience with wealth and advisor platforms Avaloq, Temenos Wealth Suite / Triple'A / T24, Finacle WM, TCS BaNCS, Salesforce Financial Services Cloud, Fenergo, Broadridge, Charles River, InvestCloud, FNZ, Addepar, GoldenSource, SimCorp or equivalent market platforms.
• Knowledge of wealth products and instruments including equities, fixed income, mutual funds, ETFs, alternatives, structured products, managed accounts, FX, deposits, lending, insurance / annuities and family office solutions.
• Good understanding of industry trends, challenges, and business and technology imperatives across wealth management.
• Manager and Senior Manager candidates should have strong strategy and consulting experience in leading client discussions, RFI / RFP / RFQ responses, proposals, client orals, sales shaping and engagement expansion
• AI-enabled operations / intelligent process transformation.

Education Qualifications

Must have a Master’s Management Degree (MBA, PGDBM, MMS etc.). CFA / FRM / CFP / CWM / PRM or other industry-specific certification is an added advantage.

Key Competencies and Skills

• Demonstrate proficiency in Digital, Agentic AI, Robotics Process Automation (RPA), data and analytics, and risk management from a private banking and wealth management perspective.
• Excellent communication, presentation and client-interaction skills.
• Structured problem solving and ability to convert ambiguous client issues into clear hypotheses, workplans and recommendations.
• Analytical bent of mind, with the ability to decide on the nature of information needed and derive business sense from it.
• Ability to think logically and present ideas convincingly.
• Initiative in keeping abreast of changing wealth industry practices, analysis and design methods, tools, techniques and emerging technologies.
• Ability to develop and maintain working relationships with a number of stakeholders and senior professionals.

Additional Information

• Visa readiness for the US, UK, Europe, Middle East or APAC markets is a plus for suitable candidates
• Candidates should be comfortable with variable travel requirements and global delivery collaboration

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Visit us at www.accenture.com 

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