Wealth Management Lead – Transformation & Advisory
Core
Senior consulting leader driving strategic transformation and advisory initiatives for C-suite executives in Hong Kong's wealth management sector.
Role type
Senior IC transformation & advisory lead (wealth management)
Builds
Strategic transformation roadmaps, digital wealth platforms, and operating model changes for top-tier banks and wealth managers
Domain
Financial services / Wealth management / Digital transformation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure
Required skills
Wealth management transformation strategy, C-suite advisory, digital platform design, operating model optimization, regulatory change management, program governance, business case development, Agile/Prince2/Waterfall delivery
Preferred skills
Management consulting experience, Hong Kong market expertise, thought leadership development
Technologies
MS Word, Excel, PowerPoint
Responsibilities
Advise C-suite on digital strategy and future operating models; Lead end-to-end transformation programs from design to execution; Oversee multi-stream transformation initiatives with governance and KPI tracking; Mentor consulting teams and build internal capability; Contribute to business development and market propositions
Seniority
Senior, hands-on IC with leadership responsibilities
