Manager, Private Wealth
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Summary and Overview
Manager, Private Wealth
Hong Kong
Permanent
Full Time
Competitive Salary & Benefits
Lead with Confidence. Build Trusted Relationships. Drive Performance.
We’re looking for an experienced Manager, Private Wealth to oversee the delivery of exceptional fiduciary services while developing high performing teams and deepening valued client relationships.
This is a pivotal leadership role combining technical expertise, client stewardship and operational oversight which is ideal for a confident fiduciary professional ready to shape portfolio growth and team success within a global organisation.
What You’ll Do
Oversee and develop a portfolio of trust, company and private wealth structures
Build and maintain trusted client and intermediary relationships
Support business development, onboarding and cross service opportunities
Lead, coach and develop Assistant Managers, Senior Associates and Associates
Review complex transactions, resolutions and statutory filings
Monitor portfolio financial performance including billing, WIP and recovery
Ensure compliance with governance, AML/CFT and regulatory requirements
Drive process, system and workflow improvements
Act as a director, signatory or controlled function, exercising sound fiduciary judgement and governance oversight
What You Bring
5–7 years’ experience in fiduciary, private wealth or corporate services
Proven experience managing client portfolios and leading teams
Strong technical knowledge of trust and company administration
Experience reviewing work and developing junior colleagues
Professional qualification (STEP/CGIUKI) or actively studying
Commercial awareness with a proactive, solutions-focused approach
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.
- Department
- Client Services
- Role
- (F) Manager
- Locations
- Hong Kong
- Employment type
- Full-time
- Team
- Private Wealth & Family Office
- Department
- Private Wealth & Family Office
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.