Associate Director, Trust

About the Role

We are looking for an experienced and commercially minded Associate Director to lead the delivery of high-quality fiduciary services to a portfolio of complex, high-value private wealth clients.

This is a senior leadership position where you will act as a trusted advisor to clients and intermediaries, oversee sophisticated trust and corporate structures and play a key role in business growth. You will also act as a director or authorised signatory on client entities, ensuring the highest standards of governance, risk management and regulatory compliance.

Key Responsibilities

Client Leadership & Business Growth

• Act as Relationship Lead for a portfolio of complex, high-value structures, ensuring exceptional client service and retention

• Take an active role in business development, including client meetings, networking and intermediary engagement

• Support and deliver pitches, proposals and presentations to secure new business

• Identify opportunities to grow existing client relationships and expand service offerings

• Collaborate across jurisdictions and service lines to drive cross-selling opportunities

• Build and maintain a strong network of introducers, advisors and industry professionals

• Provide market insight and client feedback to support service development

Fiduciary Oversight & Governance

• Act as a director or authorised signatory on client entities, exercising sound fiduciary judgment

• Oversee the administration of complex trust, company and foundation structures

• Review and approve key fiduciary transactions and documentation

• Lead onboarding, periodic reviews, and risk assessments across the client portfolio

• Ensure all client activities comply with regulatory, legal and internal requirements

Operational Excellence & Risk Management

• Manage portfolio performance, including billing, WIP recovery and debtor management

• Liaise with auditors, tax advisors and legal professionals

• Support audits, compliance monitoring, and assurance reviews

• Drive process and system improvements to enhance efficiency and scalability

• Ensure accurate and secure maintenance of client data and records

• Oversee governance of client onboarding processes, ensuring robust due diligence and risk management

Leadership & Culture

• Lead, mentor, and develop Managers, Senior Managers and junior team members

• Foster a collaborative, high-performance and inclusive team environment

• Promote knowledge sharing and technical excellence across teams

• Act as a role model for professionalism, integrity, and accountability

• Support diversity, inclusion, and employee wellbeing initiatives

About You

Essential Experience

• 8–10+ years’ experience in fiduciary, private wealth, or corporate services

• Strong technical knowledge of trust, company, and foundation structures

• Proven leadership and team management experience

• Experience acting as a director, signatory, or controlled function

• Excellent client relationship management and communication skills

• Relevant professional qualification (STEP, CGIUKI or equivalent)

Desirable

• Experience with multi-jurisdictional or UHNW client structures

• Familiarity with digital administration or client management platforms

• Strong track record of delivering commercial performance while managing risk

• Exposure to transformation, system implementation, or process improvement initiatives

What We’re Looking For

• Strategic thinker with strong commercial awareness

• Confident decision-maker with sound fiduciary judgement

• Inspiring leader who develops and empowers others

• High levels of integrity and professionalism

• Detail-oriented, organised and analytical

• Proactive, adaptable and solutions-focused

  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.