Private Wealth Associate – Hong Kong | Global Growth

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

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