Associate, Private Wealth

Equiom Corporate Services (Hong Kong) Limited; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Global exposure

Professional qualifications support

Structured learning

Job summary

Equiom is a leading global professional services provider delivering fiduciary and private wealth solutions from Hong Kong. We seek an Associate to join our Private Wealth team, supporting trust and company structures, onboarding, and client services with a hands-on, client-focused approach.

You will work closely with experienced colleagues, gaining exposure to AML/CFT compliance, billing, and time recording, while developing technical and professional expertise in fiduciary operations and

Qualifications

• 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 (Word, Excel, Outlook).
• Proactive approach with a willingness to learn and develop.
• Professionalism, discretion and a client-focused mindset.

Responsibilities

• 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
• Ensuring AML/CFT obligations and internal policies are followed
• Participating in training to build fiduciary knowledge
• Providing reliable administrative support to colleagues across the team

Skills

Organisational skills

Attention to detail

Communication

MS Office

Proactiveness

Discretion

Client focus

Job description

Lead with Confidence. Build Trusted Relationships. Drive Performance.

Be part of a global team delivering exceptional corporate services

Summary and Overview

• Associate, Private Wealth
• Hong Kong
• Permanent
• 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

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.