Associate, Private Wealth
We usually respond within a week
📍 Location: Hong Kong
🕒 Employment Type: Permanent
⏱️ Working Pattern: Full Time
💰 Competitive Salary & Benefits
About Equiom
Equiom is a leading global professional services provider, supporting a diverse international client base with specialist expertise in private wealth, corporate services, governance, accounting and compliance solutions.
With offices across multiple jurisdictions, we combine global reach with local knowledge to deliver exceptional outcomes for our clients. Our people are at the heart of everything we do, and we are committed to creating an environment where talent can learn, grow and succeed.
The Opportunity
We're looking for an Associate to join our Private Wealth team in Hong Kong.
This is an excellent opportunity for someone looking to build a career in fiduciary services, trust administration and private wealth. Whether you already have some experience in trust or financial administration, or you are an ambitious graduate with strong organisational skills and a desire to learn, this role will provide exposure to a wide range of client work while developing your technical and professional expertise.
Working closely with experienced colleagues, you will support the administration of trust and company structures, assist with client onboarding activities and gain valuable experience in fiduciary operations, compliance requirements and client service delivery.
What You'll Be Doing
Supporting the onboarding of new clients, including the collection and processing of due diligence and KYC documentation
Assisting with the administration of trust and company structures
Drafting routine documents, correspondence, resolutions and payment instructions
Maintaining accurate client records and ensuring files remain organised and audit-ready
Liaising with banks, advisers and other professional service providers
Supporting billing, invoicing and time recording processes
Assisting with payment processing and reconciliations where required
Ensuring compliance with AML/CFT obligations and internal policies
Participating in training and development activities to build fiduciary and industry knowledge
Providing reliable administrative support to colleagues across the team
What We're Looking For
Essential
Up to 2 years' experience in fiduciary, trust, financial services or administrative environments, or a strong academic background with transferable skills
Strong organisational skills and attention to detail
Good written and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel and Outlook
A proactive approach with a willingness to learn and develop
Professionalism, discretion and a client-focused mindset
Desirable
Experience working within trust, corporate or fiduciary administration
Exposure to client onboarding, compliance or payment processing activities
Knowledge of trust administration systems or document management platforms
An interest in pursuing a professional qualification such as STEP or CGIUKI
Why Join Equiom?
At Equiom, we believe our people are our greatest asset. When you join us, you'll benefit from:
A collaborative and supportive working environment
Structured learning and development opportunities
Support towards professional qualifications
Exposure to international clients and complex fiduciary structures
Career development opportunities within a growing global organisation
A culture built on our values of Integrity, Respect and Excellence
Our Values
We are looking for people who:
Live our values every day
Support their colleagues and contribute to a positive team culture
Champion inclusion and collaboration
Take ownership and accountability for their work
Embrace opportunities to learn, grow and improve
Ready to Take the Next Step?
If you're looking to develop your career in private wealth and fiduciary services with a global organisation, we'd love to hear from you.
- Department
- Client Services
- Role
- (C) Associate
- Location
- Hong Kong
- Employment type
- Full-time