Associate, Private Wealth

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.