Wealth Management Lead – Transformation & Advisory

The role

You will drive strategic transformation initiatives for wealth management clients in Hong Kong. You will act as a trusted advisor to senior executives and lead complex programs spanning digital, operating model, regulatory, and technology change.

What you will do

• Serve as a trusted advisor to C-suite and senior wealth management executives
• Lead client engagements across private banking, retail wealth, and digital advisory
• Support business development efforts by shaping propositions and identifying growth opportunities
• Lead end-to-end transformation initiatives from strategy to execution
• Advise clients on digital wealth platforms, client onboarding, and portfolio management
• Shape and deliver transformation roadmaps addressing technology, operating model, data, risk, and regulatory requirements
• Provide senior oversight of large, multi-stream transformation programs
• Establish governance frameworks, KPI tracking, and executive reporting
• Lead, inspire, and mentor consulting teams
• Contribute to wealth management thought leadership and asset development

Required qualifications

• 10+ years of experience in consulting or financial services
• Deep expertise in wealth management transformation and advisory
• Strong understanding of Hong Kong wealth management market dynamics, regulatory landscape, and client expectations
• Proven track record leading digital and business transformation initiatives within wealth management or private banking
• Experience advising senior stakeholders on digital strategy, platform transformation, operating models, and change management
• Strong delivery background across Agile, Prince2, and Waterfall methodologies
• Excellent executive communication, stakeholder management, and influencing skills
• Commercial mindset with experience in business case development, value realization, and performance tracking
• Fluency in English required
• Proficient in MS Word, Excel, and PowerPoint

Nice to have

• Prior management consulting experience
• Cantonese and/or Mandarin highly advantageous

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Pension scheme
• Tuition reimbursement

About the company

Capco is a global technology and management consultancy specializing in driving digital transformation across the financial services and insurance industries. They are market leaders across banking, capital markets, securities services, and wealth & asset management.