Summary and Overview

• Associate, Private Wealth

• Hong Kong/Singapore

• Permanent

• Full Time

• Competitive Salary & Benefits

Looking to build on your experience?

Join a collaborative team where you’ll gain hands-on exposure to private wealth and family office clients while developing valuable technical skills.

We’re looking for a proactive Associate who enjoys working with detail, is eager to learn and wants to grow in a structured and supportive environment.

About the Role

As an Associate, you’ll support the delivery of fiduciary services by assisting with day-to-day administration and client-related tasks. You’ll work closely with more experienced colleagues, building your knowledge of trust and company structures, compliance requirements and client service standards.

This role is ideal for someone at the early stage of their career who is keen to learn and develop.

What You’ll Be Doing

Supporting Growth & Learning

• Assist with onboarding new clients, including gathering and processing KYC and due diligence documentation

• Support the administration of trust and company structures, ensuring tasks are completed accurately and on time

• Help with time recording and billing processes

• Take part in training and development activities to build your technical knowledge

• Begin to understand how your work contributes to client relationships and overall service delivery

Contributing to a Positive Team Culture

• Provide reliable day-to-day support to colleagues across the team

• Get involved in team meetings, projects, and shared objectives

• Flag any inconsistencies or concerns to senior team members

• Handle sensitive information with care and discretion

• Communicate clearly, professionally, and collaboratively with others

Delivering Quality Work

• Prepare standard documentation such as resolutions, payment instructions, and correspondence

• Maintain accurate and up-to-date client records

• Liaise with banks, advisors, and other service providers on routine matters

• Record time spent on tasks accurately

• Follow AML/CFT requirements and internal procedures

• Assist with invoicing, payments, and reconciliations where needed

What You’ll Bring

Essential

• Up to 2 years’ experience in an administrative, financial, or fiduciary environment or a strong academic background with transferable skills

• Good organisation skills and attention to detail

• Comfortable using Microsoft Office (Word, Excel, Outlook)

• An interest in working towards a professional qualification (e.g. STEP, CGIUKI)

• Strong written and verbal communication skills

Desirable (but not essential)

• Some exposure to trust or company administration

• Familiarity with administration systems or document management tools

• Experience supporting payments, reporting, or client-related tasks

Key Skills & Attributes

• Careful and accurate approach to work

• Willingness to learn and develop new skills

• Ability to follow processes and ask questions when unsure

• Professional and respectful when handling client information

• A dependable and supportive team player

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, 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.