Summary and Overview

• Senior Associate, Private Wealth

• Hong Kong 

• Permanent

• Full Time

• Competitive Salary & Benefits

Are you an experienced fiduciary professional ready to take the next step in your career?

Join a dynamic, globally connected team where your expertise will directly support private wealth clients and help shape exceptional client experiences.

We’re looking for a Senior Associate who thrives on responsibility, enjoys mentoring others and is passionate about delivering world class service.

About the Role

As a Senior Associate, you’ll play a pivotal role in managing a portfolio of client entities while acting as a key day-to-day contact. You’ll support complex client matters, collaborate with senior leaders and help guide junior team members to success.

This is a fantastic opportunity to deepen your expertise, build strong client relationships and contribute to a high-performing, collaborative environment.

What You’ll Be Doing

Delivering Growth & Value

• Manage and administer a portfolio of client entities with precision and care

• Support onboarding of new clients, ensuring KYC and due diligence standards are met

• Contribute to billing, time recording, and portfolio performance

• Spot opportunities to enhance client services and escalate where appropriate

• Get involved in projects to drive efficiency and improve service delivery

Driving a Collaborative Culture

• Support and guide junior colleagues, reviewing work and sharing knowledge

• Act as a mentor and role model within the team

• Build strong relationships across teams, jurisdictions, and service lines

• Champion professionalism, integrity, and company values in everything you do

Delivering Excellence

• Administer trust, company, and foundation structures accurately and efficiently

• Prepare high-quality documentation including resolutions, minutes, and agreements

• Maintain audit-ready records aligned with compliance and regulatory requirements

• Conduct periodic reviews, KYC updates, and risk assessments

• Monitor transactions, flagging risks and anomalies appropriately

• Support audits, remediation work, and system/process improvements

What You’ll Bring

Essential Experience

• 2–4 years’ experience in fiduciary, trust, or company administration

• Strong understanding of fiduciary principles and client structures

• Experience with administration systems and Microsoft Office

• Excellent written and verbal communication skills

Desirable (but not essential)

• Working towards a professional qualification (STEP, CGIUKI or similar)

• Exposure to multi-jurisdictional structures or family office clients

• Experience in client relationship management

Key Skills & Attributes

• Highly organised with strong attention to detail

• Able to manage multiple priorities and deadlines confidently

• A clear and professional communicator

• Proactive, curious, and eager to take on complex challenges

• Discreet, accountable, and client-focused

• A collaborative, team-oriented mindset

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.