Are you ready to unleash your potential?
At Deloitte, our purpose is to make an impact that matters for our clients, our people, and the communities we serve.
We believe we have a responsibility to be a force for good, and WorldImpact is our portfolio of initiatives focused on making a tangible impact on society’s biggest challenges and creating a better future. We strive to advise clients on how to deliver purpose-led growth and embed more equitable, inclusive as well as sustainable business practices.
Hence, we seek talented individuals driven to excel and innovate, working together to achieve our shared goals.
We are committed to creating positive work experiences that foster a culture of respect and inclusion, where diverse perspectives are celebrated, and everyone is recognised for their contributions.
Ready to unleash your potential with us? Join the winning team now!
Work you will do
Deloitte’s Financial Services industry group strives to support clients in addressing the strategic, operational, regulatory, and technological challenges shaping today’s industry. Deloitte’s global network of member firms engages clients to refine their business models through innovative practices, improved processes, and enabling information technologies.
You will work alongside clients to help shape and implement solutions for "Heart of the Business" issues, from architecting the strategic transformation agenda through to driving business value through execution and implementation.
In this role, you will own and contribute to defined workstreams across a range of Wealth and Private Banking engagements, with a focus on client experience, operating model redesign, digital enablement, process improvement, and automation.
You will apply analytical and critical-thinking skills to structure complex problems, develop practical recommendations, and communicate findings clearly to client and Deloitte stakeholders. Typical engagements you will be expected to lead or support include:
- Supporting front-office, advisory, sales, and service transformation across Wealth Management and Private Banking segments.
- Contributing to the design of omnichannel client journeys across onboarding, client portals, Relationship Manager tools, mobile and web channels, and assisted-service environments.
- Supporting operating model design and implementation, including organisational design, workflow and process redesign, straight-through processing, automation opportunities, and adoption planning.
- Supporting the business integration and implementation of wealth and digital platforms, including CRM, onboarding, portfolio construction, advisory, servicing, workflow automation, AI-enabled insights, and next-best-action capabilities.
- Analysing Wealth Management and Private Banking distribution and servicing models, including Relationship Manager productivity, advisory effectiveness, digital client engagement, branch or wealth centre performance, and service-channel effectiveness.
- You will support Deloitte’s and our clients’ business growth by:
- Owning assigned workstreams and coordinating activities, deliverables, dependencies, and timelines with Deloitte and client stakeholders.
- Identifying client business requirements, operational pain points, and opportunities to improve process efficiency, automate manual workflows, and enhance onboarding, servicing, and Relationship Manager effectiveness.
- Conducting market, competitor, customer, and operational research, including market sizing, channel benchmarking, product proposition analysis, client segmentation, customer experience assessment, and digital capability reviews.
- Conducting data analysis and developing reports, business cases, process documentation, and client-ready recommendations.
- Facilitating client interviews, workshops, and working sessions to assess current-state processes, identify pain points and manual handoffs, define future-state requirements, and validate proposed solutions.
- Assessing operating models, organisational structures, regulatory requirements, and business processes to identify opportunities for improved service delivery, operational efficiency, straight-through processing, and client experience.
- Translating business requirements into process maps, user stories, functional requirements, acceptance criteria, and implementation artefacts where relevant.
- Supporting testing, implementation, change management, adoption, and rollout activities across transformation programmes.
- Applying technology, human-centred design, business-led design, and structured problem-solving approaches to address Wealth Management and Private Banking challenges.
- Contributing to client pitch proposals, including research, storyline development, opportunity sizing, delivery approach, team structure, project costing, and fee estimation.
- Maintaining responsibility for the quality, completeness, and accuracy of assigned work products and client deliverables.
- Identifying delivery risks, issues, and dependencies and escalating them to project leadership with practical mitigation recommendations.
- Guiding junior team members, reviewing assigned work, sharing knowledge, and contributing to effective team delivery.
- Developing consulting, Wealth Management, and Private Banking capabilities through training, mentoring, feedback, and regular interaction with Deloitte colleagues and clients.
Your role as a leader
At Deloitte, we believe in empowering our people to be leaders at all levels. We expect our people to embrace and live our purpose and shared values, challenging themselves every day to identify issues that matter most to our clients, our people, and the communities, and to make an impact that matters. In addition to living our purpose, Managers across our Firm are expected to:
Take accountability for assigned workstreams, deliverables, priorities, and results.
- Collaborate effectively to build productive relationships across Deloitte teams, clients, and industry stakeholders.
- Understand stakeholder objectives and align personal and team activities with broader project and client priorities.
- Apply structured thinking, sound judgement, and professional integrity when addressing complex client issues.
- Communicate findings, risks, and recommendations clearly to project leaders, client stakeholders, and team members.
- Influence stakeholders and team members positively through effective communication, collaboration, and leading by example.
- Guide and support junior colleagues through coaching, feedback, knowledge sharing, and review of assigned work.
- Recognise individual strengths, differences, and contributions and support an inclusive, high-performing team environment.
- Maintain high standards of quality, accountability, and professional conduct across client interactions and deliverables.
- Apply an understanding of Financial Services trends, including Wealth Management, Private Banking, digital enablement, AI, automation, process improvement, and evolving client expectations, to support practical client recommendations.
- Adapt effectively to ambiguity, changing priorities, and complex delivery environments while maintaining focus on client outcomes.
- Demonstrate commitment to continuous learning, professional excellence, and development of consulting and industry expertise.
Requirements
You are someone with
- Tertiary qualification in business management, finance, technology, or a related discipline
- Minimum 4 years of professional experience professional experience in the Consulting Industry and/or Financial Services industry, ideally supporting, Wealth Management, Private Banking, affluent banking, or high-net-worth client segments
- Deep and strategic understanding of Southeast Asian Private Banking and Wealth Management markets, including regulatory frameworks, competitive dynamics, client segment evolution (affluent, HNW, UHNW), and emerging technological and business trends, with the ability to translate these insights into actionable strategies and transformation agendas for senior stakeholders
- Experience supporting transformation programmes across areas such as operating model design, process improvement, digital enablement, platform implementation, AI-enabled solutions, or automation.
- Exposure to Wealth Management and Private Banking capabilities, including front-office transformation, Relationship Manager enablement, client onboarding, advisory, portfolio construction, CRM, servicing, digital wealth platforms, or wealth operations.
- Exposure to wealth management platforms (e.g. Avaloq, Aladdin Wealth, Temenos Wealth or equivalent) is an advantage
- Ability to build consensus, foster change, and work effectively in ambiguous settings.
- Proven ability to prioritise workload, manage competing deadlines, and deliver high-quality work products against defined objectives
- Client-focused and results-orientated attitude, with a strong sense of responsibility for themself, their team, and their clients
- Commitment to professional excellence, as well as personal and professional growth
- Appreciation of the consulting lifestyle, including willingness to travel locally, internationally, and work outside the office base depending on project requirements
Due to volume of applications, we regret that only shortlisted candidates will be notified.
Please note that Deloitte will never reach out to you directly via messaging platforms to offer you employment opportunities or request for money or your personal information. Kindly apply for roles that you are interested in via this official Deloitte website.
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