Summary and Overview

• Associate Director/Director, Private Wealth & Family Office

• Monaco

• Permanent

• Full Time  

• Competitive Salary & Benefits

We are looking for an experienced Client Director or Associate Director to lead the delivery of high quality fiduciary, trust and corporate administration services to a portfolio of high net worth and ultra high net worth individuals, families and family offices.

The role is responsible for ensuring the accurate, compliant and efficient administration of complex client structures, while acting as a trusted senior relationship lead for clients and intermediaries. You will oversee service delivery, manage risk and governance obligations and contribute to the commercial growth and operational effectiveness of the business.

Depending on experience and appointment level, the role includes acting as a director and/or authorised signatory on client entities, leading and developing teams, supporting business development initiatives and contributing to strategic and operational improvements across the service line.

Key Responsibilities

Client Delivery & Fiduciary Oversight

• Lead the administration of complex trust, company and foundation structures

• Act as a senior point of contact for clients and intermediaries, building long term trusted relationships

• Act as a director or authorised signatory on client entities, exercising sound fiduciary judgement and governance awareness

• Oversee onboarding, KYC/AML, client risk assessments and ongoing compliance

• Maintain audit ready records and strong governance standards

• Liaise with auditors, tax advisers, legal professionals and regulators

Leadership & Culture

• Lead, mentor and develop managers and administrators, fostering a high performance and collaborative culture

• Promote consistency, technical excellence and knowledge sharing across teams and jurisdictions

• Act as a role model for Equiom’s values of integrity, professionalism and excellence

Growth & Commercial Contribution

• Actively support client retention, relationship expansion and new business opportunities

• Participate in pitches, proposals, fee reviews and onboarding of new mandates

• Build and maintain strong professional networks with intermediaries and advisors

• Collaborate across jurisdictions and service lines to support multi jurisdictional clients

Legal & Governance

• Provide legal and fiduciary input on trusts, companies and wealth structuring

• Draft and review fiduciary agreements, constitutional documents and related legal documentation

• Support legal, regulatory and AML compliance, including higher risk jurisdictions

• Manage or transition an existing client book where required
  

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:

Essential

• 8–10+ years’ experience in fiduciary, private wealth, trust or corporate services

• Proven experience acting as a director, authorised signatory or controlled function

• Strong technical knowledge of trust, company and foundation structures

• Demonstrated leadership and team management capability

• Professional qualification (STEP, CGIUKI or equivalent)

• Excellent client relationship and communication skills

Desirable

• Experience with UHNW or family office structures

• Legal background or experience providing legal advice within fiduciary services

• Exposure to high risk jurisdictions or African based clients

• Business development and commercial growth experience

• Multilingual (English and French essential; additional language an advantage)
  

Personal attributes which would be seen in the ideal applicant include;

• Strategic and commercially minded

• Confident decision maker with sound fiduciary judgement

• Collaborative leader who develops others

• Highly organised, detail focused and risk aware

• Adaptable, pragmatic and client focused

• Demonstrates the highest standards of integrity and professionalism
  

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 and corporate clients 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, please 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.