Wealth Management Lead – Transformation & Advisory

Capco
Hong Kong
Workplace: OnsiteFull timeFunction: Program & Project Management (PMO)Experience: 8+ yearsSkills: ["Stakeholder management","Communication","Analytical thinking","Leadership","Problem-solving"]

Lead end-to-end digital transformation programs for wealth management clients, delivering multi-stream initiatives with strong product strategy, stakeholder engagement, and governance. Collaborate with product owners, technology, and operations to design digital solutions, manage risk and KPIs, and drive adoption across agile teams in a fast-paced consulting environment.

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Capco
Capco
8 months ago

Wealth Management Lead – Transformation & Advisory

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Last checked: 1 hour agoStatus: Live

Job Summary

Lead end-to-end digital transformation programs for wealth management clients, delivering multi-stream initiatives with strong product strategy, stakeholder engagement, and governance. Collaborate with product owners, technology, and operations to design digital solutions, manage risk and KPIs, and drive adoption across agile teams in a fast-paced consulting environment.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Program & Project Management (PMO)

Key Responsibilities

  • •Program Leadership: Own end-to-end delivery of large-scale digital transformation programs for wealth management clients, ensuring alignment with business objectives and timelines.
  • •Digital Product Strategy: Collaborate with product owners and business leaders to define product roadmaps, prioritize features, and manage delivery across agile teams.
  • •Client Engagement: Act as a trusted advisor to senior stakeholders, providing insights on digital trends, regulatory impacts, and technology adoption in wealth management.
  • •Change Management: Drive adoption of new digital platforms and processes, ensuring smooth transition and minimal disruption to business operations.
  • •Governance & Reporting: Establish program governance, track KPIs, manage risks, and communicate progress to executive leadership.

Pay and Benefits

Perks:MedicalDentalVisionPension

Key Requirements

  • •8+ years in program management with a strong background in digital product management and wealth management
  • •Proven track record delivering digital transformation programs in financial services
  • •Strong understanding of wealth management platforms, client onboarding, portfolio management, and digital advisory tools
  • •Familiarity with Agile, Prince2, and Waterfall methodologies; ability to adapt delivery approach to client needs
  • •Excellent stakeholder management and communication skills; ability to influence at senior levels
Experience:8+ yearsWealth managementFinancial services
Skills:Stakeholder managementCommunicationAnalytical thinkingLeadershipProblem-solving
Languages:English
Tech Stack:MS WordExcelPowerPointAgilePrince2Waterfall

Company Brief

Capco
Global management and technology consultancy specializing in financial services. Capco advises banks, insurers, and capital markets firms on digital transformation, risk and compliance, technology implementation, and operational improvement, combining industry expertise with advisory and engineering capabilities.
Industry: Management Consulting
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1998
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