Wealth Management Lead – Transformation & Advisory
Capco is a global technology and management consultancy specializing in driving digital transformation across the financial services and insurance industries. We deliver practical, innovative solutions that help our clients thrive in an increasingly complex and regulated environment. With offices in major financial centers worldwide, we combine deep industry expertise with cutting-edge technology to create lasting impact.
We are on an exciting growth journey across APAC, expanding geographically, increasing our headcount, and disrupting the consulting market with entrepreneurial, agile thinking. Now is the perfect time to join us and help shape the future of Wealth Management in Hong Kong.
About Capco
- Market leaders across banking, capital markets, securities services, and wealth & asset management
- Deep expertise in digital transformation, regulatory change, data & analytics, business and finance transformation, and large-scale technology change
- A culture built on entrepreneurship, collaboration, and thought leadership, focused on attracting and developing top-tier talent
Role Overview
As Wealth Management Lead you will be a senior consulting leader driving strategic transformation initiatives for leading wealth management clients in Hong Kong. This role goes beyond delivery: you will shape client agendas, act as a trusted advisor to senior executives, and lead complex transformation programs that span digital, operating model, regulatory, and technology change.
You will play a key role in Capco’s growth within the Hong Kong wealth management market originating advisory work, building long-term client partnerships, and mentoring consulting teams while remaining hands-on in the design and execution of high-impact transformation programs.
Key Responsibilities
Market & Client Leadership
- Serve as a trusted advisor to C-suite and senior wealth management executives, providing strategic guidance on digital transformation, regulatory change, and future operating models.
- Lead client engagements across private banking, retail wealth, and digital advisory, helping clients respond to market, regulatory, and client experience challenges.
- Support business development efforts by shaping propositions, contributing to proposals, and identifying growth opportunities in the Hong Kong wealth management market.
Transformation & Advisory
- Lead end-to-end transformation initiatives, from strategy and target-state design through to execution and value realization.
- Advise clients on digital wealth platforms, client onboarding, portfolio management, advisory models, and front-to-back process optimization.
- Shape and deliver transformation roadmaps addressing technology, operating model, data, risk, and regulatory requirements.
Program & Delivery Oversight
- Provide senior oversight of large, multi-stream transformation programs, ensuring alignment with business strategy, regulatory expectations, and delivery outcomes.
- Establish strong governance frameworks, KPI tracking, and executive reporting to manage risk, dependencies, and benefits realization.
- Ensure delivery excellence across agile, hybrid, and traditional delivery models.
Leadership & Capability Building
- Lead, inspire, and mentor consulting teams, fostering a high-performance and inclusive culture.
- Contribute to Capco’s wealth management thought leadership, asset development, and go-to-market offerings.
- Build internal capability across advisory, digital, and transformation disciplines.
Skills & Expertise
- 10+ years of experience in consulting or financial services, with 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
- Prior management consulting experience strongly preferred
- Fluency in English required; Cantonese and/or Mandarin highly advantageous
- Proficient in MS Word, Excel, and PowerPoint
Why Capco?
- Lead high-impact transformation and advisory engagements with top-tier banks and wealth managers across Hong Kong and Asia
- Be part of a firm that values entrepreneurship, innovation, and diversity
- Competitive benefits including medical, dental, vision insurance, pension scheme, and tuition reimbursement
- A flat, collaborative culture where senior leaders remain hands-on and your ideas drive real change
Ready to make an impact?
If you are passionate about shaping the future of Wealth Management and want to lead transformative, advisory-led change in Hong Kong’s dynamic financial services market, we’d love to hear from you.