Job ref no.: CT3118290-01#5456

Management Consultant, Wealth and Private Banking



The role

The key role of the Wealth & Private Banking Consultant is central to delivering a range of challenging projects within the Hong Kong Wealth & Private Banking industry. Client outcomes that match our industry leading standards are our constant objective. The people we have in mind are experienced management consultants and industry hires who have worked in the sector and have undertaken and been involved in change the bank initiatives. Fitting that description, you will also need to be Supremely Personally Motivated to work in a team where clients become colleagues too.

Job Requirements

To make an impact, we are looking for talented Wealth & Private Banking Specialists who can demonstrate a selection or all of the skills and experiences listed below:

  • Shaping and delivering business and technology transformation
  • Defining and implementing new business and operating models
  • Shaping and delivering client experience and digital transformation programmes
  • Understanding the project and programme governance and delivery lifecycle
  • Successfully performing as a programme manager, project manager, PMO or business analyst in a change programme
  • Planning, designing and implementing core banking platforms or focused digital solutions for client management and/or conduct risk management and compliance
  • Outsourcing of Wealth Management / Private Banking services and post-merger integration
  • Knowledge and insight of the key trends and client challenges within the Wealth & Private Banking industry
  • Knowledge and experience of Wealth & Private Banking client segments, products & propositions, channels and front to back operating models
  • Knowledge and experience of key regulations impacting the industry including Client Suitability, Financial Crime, MiFID II, Data Privacy and associated compliance issues


PMP certification and PRINCE2 are desirable. Investment Management Certificate, CISI qualifications and CFA are advantageous.

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More job information
Job ref no. CT3118290-01#5456
  • N/A
Job Function
Employment Term
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree