Job Description
Summary and Overview
Manager, Private Wealth
Hong Kong
Permanent
Full Time
Competitive Salary & Benefits
Lead with Confidence. Build Trusted Relationships. Drive Performance.
We’re looking for an experienced Manager, Private Wealth to oversee the delivery of exceptional fiduciary services while developing high performing teams and deepening valued client relationships.
This is a pivotal leadership role combining technical expertise, client stewardship and operational oversight which is ideal for a confident fiduciary professional ready to shape portfolio growth and team success within a global organisation.
What You’ll Do
Oversee and develop a portfolio of trust, company and private wealth structures
Build and maintain trusted client and intermediary relationships
Support business development, onboarding and cross service opportunities
Lead, coach and develop Assistant Managers, Senior Associates and Associates
Review complex transactions, resolutions and statutory filings
Monitor portfolio financial performance including billing, WIP and recovery
Ensure compliance with governance, AML/CFT and regulatory requirements
Drive process, system and workflow improvements
Act as a director, signatory or controlled function, exercising sound fiduciary judgement and governance oversight
What You Bring
5–7 years’ experience in fiduciary, private wealth or corporate services
Proven experience managing client portfolios and leading teams
Strong technical knowledge of trust and company administration
Experience reviewing work and developing junior colleagues
Professional qualification (STEP/CGIUKI) or actively studying
Commercial awareness with a proactive, solutions-focused approach
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.