Senior Associate, Private Wealth

Summary and Overview

• Senior Associate, Private Wealth & Family Office
• Permanent
• Full Time
• Competitive Salary & Benefits

Ready to level up your career?

At Equiom, we’re growing and we’re looking for a Senior Associate/Administrator who’s ready to step into a more hands on, impactful role within our Private Wealth team.

This is an opportunity to take real ownership of client relationships, manage complex structures and play an active role in developing junior team members. If you enjoy responsibility, thrive on precision and take pride in delivering exceptional service, this role is for you.

Your Role

As a Senior Associate, you’ll be trusted with a varied and engaging portfolio, working closely with managers to ensure clients receive a seamless, compliant and high quality service.

You will:

• Own your client portfolio
• Manage the day to day administration of trusts, companies and foundations in line with agreed service standards
• Deliver high quality documentation
• Draft and review trustee resolutions, board minutes, agreements, payment instructions and statutory filings
• Ensure regulatory compliance
• Support client onboarding, due diligence, AML/CFT checks, KYC updates and ongoing regulatory requirements
• Support and mentor junior team members
• Share knowledge, review work and set a strong example for accuracy, professionalism and client service
• Drive operational excellence
• Identify opportunities to improve processes, support billing activities and maintain audit ready records
• Collaborate effectively
• Build strong working relationships with clients, advisors, banks and internal stakeholders

What You’ll Bring

We’re looking for someone who combines technical capability with the confidence to take initiative.

Essential experience:

• A number of years’ experience in fiduciary, trust or corporate administration
• Working toward a relevant professional qualification (STEP, CGIUKI, or equivalent)
• Solid understanding of offshore structures and core fiduciary principles

Desirable experience:

• Exposure to multi jurisdictional structures or family office clients
• Experience using client administration systems and electronic filing platforms
• Involvement in client communications or relationship support

Equiom Group – Let’s Achieve More, Together

For over 45 years, we’ve been helping high net worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, and corporate clients as they navigate the ever changing business landscape.

We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected, offering exceptional, tailored end to end services to protect wealth and support business success. Our approach is personal, proactive and built on strong, lasting relationships.

As a growing business, we’re always evolving, embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.

Thinking of applying?

If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay, reach out for a confidential chat and we’ll talk it through together.

Everyone’s welcome at Equiom

We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.