Senior Associate, Private Wealth

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

Equiom Group – Let’s Achieve More, Together

For over 45 years, Equiom has supported international businesses and private clients in achieving their ambitions and navigating complexity with confidence.

What sets us apart is how we work together. We value long term relationships, take a thoughtful, forward looking approach and focus on delivering solutions that truly make a difference.

Our people are at the heart of our success. We are proud of the collaborative and supportive culture we have built, where individuals are encouraged to share ideas, challenge thinking and grow professionally.

As we continue to evolve, we are investing in our future, embracing new opportunities and strengthening how we work across our global teams.

It is an exciting time to join Equiom. If you are motivated, curious and ready to contribute, you will find opportunities to develop your career and make a meaningful impact as part of our team.

Thinking of applying?

If this role sounds like a great fit, we’d love to hear from you. Even if you don’t meet every single requirement, we still encourage you to apply if you feel you can bring value to the role.

We know that great candidates don’t always tick every box, so if you’re enthusiastic, motivated and ready to make an impact, let’s start a conversation.

Everyone’s welcome at Equiom

At Equiom, we believe our strength comes from the diversity of our people. We’re proud to be an inclusive, global business where different perspectives, backgrounds and experiences are truly valued.

We welcome applications from individuals of all backgrounds. Whether your qualifications are gained locally or internationally, what matters most is your potential, your mindset and what you can bring to our team. Every application is considered fairly and on its own merit, in line with local employment and equality regulations.