Graduate Trainee, Private Wealth
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Summary and Overview
- Graduate Trainee, Private Wealth
- Jersey
- Permanent
- Full Time
- Competitive Salary & Benefits
Launch Your Future with Equiom
At Equiom, we don’t just offer jobs, we build careers. As a global professional services provider, we’re known for developing talent, nurturing innovation and supporting our people to grow and thrive. With offices across multiple jurisdictions and a wide-ranging client base, we offer a truly international outlook with the personal feel of a close-knit team.
Our people are the heart of our business. We foster a culture of support, collaboration, and continuous learning. If you’re a recent graduate who’s ambitious, curious, and ready to start making an impact from day one, we want to hear from you.
Your New Role
As a Graduate Trainee, you’ll rotate through core areas of our business, gaining hands-on experience and insight into how we deliver value to our clients. This list of responsibilities provides a flavour of what you’ll be involved in:
- Prepare payment instructions for review
- Draft routine correspondence and emails
- Communicate with clients by telephone
- Develop a basic knowledge of our IT systems
- Provide general office support to the Private Wealth teams (e.g., filing, scanning, deliveries)
- Learn the fundamentals of our products and service lines
- Understand our internal policies and procedures by reviewing our administration manual
- Assist in drafting standard company minutes and trustee resolutions, and updating client profiles
- Support the billing process and help meet cash collection targets
- Ensure compliance with company standards, policies, and procedures
What will you need to succeed in this role?
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
We’re looking for motivated, curious individuals ready to take their first steps in a professional setting. You’ll bring a strong academic foundation and a positive, proactive mindset. Specifically, you should have:
Essential Skills & Experience
- A strong academic record (any discipline)
- Some experience in customer service (can be part-time, internships, etc.)
- Previous office experience (desirable but not essential)
Personal Attributes
- Excellent interpersonal and communication skills
- Strong organisational and time management abilities
- A team player who can also work independently
- Willingness to learn and grow professionally
- High attention to detail
- Drive and enthusiasm to contribute meaningfully from the start
Equiom Group – Let’s Achieve More, Together
For over 45 years, we’ve been helping high-net-worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, corporate clients, and funds as they navigate the ever-changing business landscape.
We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected — offering exceptional, tailored end-to-end services to protect wealth and support business success. Our approach is personal, proactive, and built on strong, lasting relationships.
As a growing business, we’re always evolving — embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.
Thinking of applying?
If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay — reach out for a confidential chat, and we’ll talk it through together.
Everyone’s welcome at Equiom
We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.
- Department
- Client Services
- Role
- (B) Assistant Associate
- Locations
- Jersey
- Employment type
- Full-time
- Team
- Client Services
About Equiom Group
We are on a journey and we want you to join us. We never stop learning and that is why we provide our people with the tools, knowledge and experiences to help them thrive and grow. Whatever your level of experience, there could be a place for you at Equiom.
Already working at Equiom Group?
Let’s recruit together and find your next colleague.