Senior Trust Manager/Associate Director

Summary and Overview

• Senior Trust Manager/ Associate Director
• Permanent
• Full Time
• Competitive Salary & Benefits

Are you ready to take your private wealth career to the next level?

Do you thrive on building exceptional client relationships while inspiring high performing teams?

At Equiom, we are looking for a dynamic Senior Manager or Associate Director to join our expanding Private Wealth & Family Office team. We are looking for someone who brings technical expertise, leadership excellence and a passion for delivering outstanding client experiences.

Why This Role Matters

As Senior Manager/Associate Director, you will be entrusted with a portfolio of sophisticated, high value client relationships, ensuring first class administration, governance and strategic support. You’ll play a pivotal role in shaping the performance and culture of the team, driving operational excellence and contributing to the ongoing growth of our business.

This is more than a management role, it’s an opportunity to act as a trusted advisor, a people leader and a key influencer in our global private wealth offering. You will also serve as a director or signatory on client entities, demonstrating the highest standards of fiduciary and regulatory responsibility.

What You’ll Do

Drive Growth

• Manage a diverse portfolio of complex private wealth and family office clients
• Cultivate strong, lasting relationships while identifying opportunities to expand services
• Collaborate across borders and service lines to unlock new business opportunities
• Support fee recovery, profitability, and budget achievement
• Participate in new client onboarding and transitions
• Contribute to proposals, pitches and strategic client conversations
• Act as a primary point of contact for clients, intermediaries and advisors

Inspire Culture

• Lead and energise a talented team of Managers, Assistant Managers and Associates
• Build an environment of accountability, inclusivity and continuous improvement
• Strengthen collaboration across teams, service lines and jurisdictions
• Provide coaching, mentoring and structured professional development
• Role model Equiom’s values, ethics and commitment to excellence

Deliver Excellence

• Oversee high quality private wealth administration and ensure all work meets legal, regulatory and internal standards
• Act as director/signatory for client entities, applying sound judgment and governance best practices
• Review complex documentation, agreements and transactions
• Champion robust risk management, AML/CFT compliance and operational governance
• Drive efficiencies through smarter processes, technology adoption and workflow optimisation
• Lead your team through audits, reviews and regulatory checks

What You Bring

Essential

• Years’ of experience in trust, fiduciary, or corporate administration
• STEP, CGIUKI, or equivalent qualification (or nearing completion)
• Proven experience managing or mentoring high performing teams
• Strong technical understanding of fiduciary principles, governance, and regulatory frameworks
• Experience managing complex client structures

Desirable

• Multi jurisdictional experience
• Exposure to family office or family governance services
• Familiarity with trust systems, billing platforms and workflow tools
• Experience leading process improvement initiatives

Key Attributes

• Exceptional leadership and coaching capabilities
• Commercially sharp with a focus on profitability
• Meticulous, organised and methodical
• A natural relationship builder with excellent communication skills
• Professional, discreet, resilient and adaptable

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, corporate clients, and funds 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.