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For Companies At a Glance
- Tasks: Design and implement innovative wealth management products while leading transformation programmes.
- Company: Capco, a forward-thinking consultancy in financial services.
- Benefits: Competitive salary, discretionary bonus, health insurance, and extensive training opportunities.
- Why this job: Shape the future of digital financial services and drive impactful change.
- Qualifications: 10+ years in product ownership within wealth management and strong leadership skills.
- Other info: Inclusive culture with a focus on continuous learning and career development.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Management – Discretionary / Advisory Product Specialist
UK – London
Wealth Management Discretionary / Advisory Product Specialist
Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent
The Role
Capco is seeking an experienced Product Specialist with deep discretionary or advisory wealth management experience to help lead major transformation programmes. You’ll work with private banks and wealth managers to shape, launch, and evolve products across the full lifecycle—from strategy to implementation. This is a high-impact role for candidates looking to drive both innovation and regulatory excellence in an evolving and competitive industry.
What You’ll Do
- Design and implement discretionary and advisory wealth products across asset classes and client segments.
- Lead end-to-end product lifecycle activities including onboarding, compliance, risk, and capital management.
- Shape target operating models and advise on regulatory and outsourcing frameworks.
- Drive digital and operational change across front, middle, and back-office functions.
- Lead client engagements, contribute to proposals, and support internal initiatives and thought leadership.
What We’re Looking For
- 10+ years of product ownership experience in discretionary/advisory wealth management.
- Proven capability in business or technology transformation environments.
- Strong understanding of regulated advice models, client onboarding, and portfolio oversight.
- Experience working with relevant regulations and supporting compliant change delivery.
- Ability to lead, coach, and develop others while delivering tangible client outcomes.
Bonus Points For
- Engagements involving outsourcing, risk frameworks, or anti-financial crime remediation.
- Involvement in core platform transformation or digital client journey design.
- Experience in new product approval and documentation processes.
- Track record of contributing to business development and market-facing initiatives.
- Qualifications such as PMP, Prince2, Lean Six Sigma, or IMC.
Why Join Capco
- Deliver high-impact technology solutions for Tier 1 financial institutions
- Work in a collaborative, flat, and entrepreneurial consulting culture
- Access continuous learning, training, and industry certifications
- Be part of a team shaping the future of digital financial services
- Help shape the future of digital transformation across FS & Energy
Benefits
- Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
- Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders.
- Family-Friendly: Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.
- Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
- Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
- Continuous Learning: Minimum 40 Hours of Training Annually with workshops, certifications, e-learning, plus a Business Coach from Day One.
- Healthcare Access: Convenient online GP services.
- Extra Perks: Gympass, travel insurance, Tastecard, season ticket loans, Cycle to Work, dental insurance.
Inclusion at Capco
We’re committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We welcome applicants from all backgrounds. At Capco, we value the difference you make, and the differences that make you. Our #BeYourselfAtWork culture champions diversity, equity and inclusivity, and we bring a collaborative mindset to our partnerships with clients and colleagues. #BeYourselfAtWork is the cornerstone of our success and a value that our employees live and breathe every day.
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Capco Job Candidate Privacy Notice Acknowledgement
Capco does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status in any of its activities or operations. In order to track the effectiveness of our recruiting efforts, please consider participating in the optional questionnaire.
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Wealth Management – Discretionary / Advisory Product Specialist employer: Capco
Contact Detail:
Capco Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management – Discretionary / Advisory Product Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for those interviews by researching the company and its products. Understand their approach to discretionary and advisory services, and be ready to discuss how your experience aligns with their needs. We want you to shine!
✨Tip Number 3
Showcase your expertise! Bring along examples of past projects or initiatives you've led in wealth management. This will demonstrate your capability and give interviewers a taste of what you can bring to the table.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Management – Discretionary / Advisory Product Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management role. Highlight your experience in discretionary and advisory wealth management, and don’t forget to showcase any relevant qualifications or certifications you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that align with the job description and show us your passion for driving innovation in wealth management.
Showcase Your Achievements: When filling out your application, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate how you've made an impact in previous roles—this will help us see the value you can bring to our team!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Capco
✨Know Your Products Inside Out
Make sure you have a solid understanding of discretionary and advisory wealth management products. Be prepared to discuss specific examples of how you've designed or implemented these products in the past, as well as any challenges you faced and how you overcame them.
✨Showcase Your Transformation Experience
Since this role involves leading major transformation programmes, highlight your experience in business or technology transformation environments. Prepare to share concrete examples of how you've driven change and innovation in previous roles, especially in regulated environments.
✨Understand Regulatory Frameworks
Brush up on relevant regulations and compliance issues related to wealth management. Be ready to discuss how you've navigated these frameworks in your past work, and how you can ensure compliant change delivery in this new role.
✨Demonstrate Leadership Skills
This position requires the ability to lead and coach others. Think of instances where you've successfully led teams or projects, and be prepared to discuss your leadership style and how you foster collaboration and development among team members.
