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.
Skills Required
- 8+ years in program management
- Strong background in digital product management
- Proven track record in digital transformation programs
- Strong understanding of wealth management platforms
- Familiarity with Agile, Prince2, and Waterfall methodologies
- Excellent stakeholder management skills
- Analytical mindset with experience in business case development
- Prior consulting experience
- Proficiency in MS Office applications
- Cantonese/Mandarin language skills
What the Team is Saying
Capco Compensation & Benefits Highlights
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Wellbeing & Lifestyle Benefits — Wellbeing resources are extensive, featuring a global platform with a Mental Health Hub, EAP-style support, coaching, financial-wellness content, and regional wellbeing events. These offerings position health and lifestyle support as a core part of the employee experience.
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Parental & Family Support — Family-friendly design includes enhanced maternity, adoption, and shared parental leave along with paid leave for pregnancy loss, fertility treatment, menopause, and bereavement. U.S. Return-to-Work materials highlight flexibility and structured support for caregiving needs.
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Inclusive Benefits Coverage — Recognition on the Human Rights Campaign Corporate Equality Index signals LGBTQ+ inclusive policies and benefits in the U.S. context. This reflects intentional coverage for diverse families and life stages.
Capco Insights
What We Do
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Why Work With Us
We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture
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Capco Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
