Senior Associate, Private Wealth & Family Office
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Summary and Overview
Senior Associate, Private Wealth & Family Office
Guernsey
Permanent
Full Time
Competitive Salary & Benefits
You’ll gain exposure to complex client work while developing your leadership and people skills by supporting and coaching junior colleagues, building a strong and well rounded skill set.
Key Responsibilities
Administer client entities with accuracy and timeliness
Support onboarding, due diligence and KYC processes
Prepare documentation (minutes, resolutions, agreements)
Maintain audit ready records and ensure regulatory compliance
Monitor transactions and escalate risks where needed
Mentor junior colleagues and support team collaboration
Identify opportunities to enhance client services
What You'll Bring
2–4 years’ experience in fiduciary/trust/company administration
Strong understanding of fiduciary principles and structures
Good communication and organisational skills
Working towards a professional qualification (STEP, CGIUKI or similar)
Why Join Us?
With around 450 people globally, we’re big enough to have a strong international presence, but small enough to stay agile. Our people aren’t just numbers in different locations. We work closely together across teams and jurisdictions, giving you real visibility, a voice and the chance to shape your career.
We offer meaningful, hands on work with international clients, opportunities to grow your technical and leadership skills, and the chance to be part of a supportive, collaborative team. As we continue to grow and evolve, you’ll have real scope to develop, take on new challenges and shape your career path.
- Department
- Client Services
- Role
- (D) Senior Associate
- Locations
- Guernsey
- Employment type
- Full-time
- Team
- Private Wealth & Family Office
- Department
- Private Wealth & Family Office
About Equiom Group
Equiom is evolving and we’re looking for people who want to be part of that journey.
We are ambitious about where we’re going and intentional about how we get there. That means creating an environment where curiosity is encouraged, expertise is shared and people are given the opportunity to broaden their perspective.
Whether you’re building your career or bringing established experience, there is space here to contribute, to influence and to shape what comes next.