Providend Associate Adviser Programme 

The Providend Associate Adviser Programme is designed to nurture our next generation of leaders and professionals who are passionate in the area of financial advisory.  Under this programme, you will undergo various learning phases where you will have the opportunity to be mentored by a Senior Client Adviser and rotate to Advisory and Operations departments to equip yourself with the necessary knowledge and skills to advise and implement solutions for our clients.  

To be successful in this position, you will be someone who: 

• Enjoy financial planning work as well as meeting people,
• Is driven, tenacious and possess a strong sense of ethics,
• Good team player who can work independently and diligently
• Has a diploma/bachelor in any discipline 

 

 

 

 

Client Service Executive

We are looking for a service-oriented individual who takes pride in delivering outstanding value and service to our valuable clients. As a Client Service Executive, you will provide strong administrative support to our clients and advisers, ensuring their needs are met with the highest level of satisfaction.

The main functions of this exciting position include but are not limited to the following:

• Champion clients’ enquiries in a professional, trustworthy and timely manner
• Provide a one-stop service in relation to client onboarding, account opening, servicing requests, clients’ details updates, transfers of client folders etc.
• Manage the renewal of Accredited Investors status for clients
• Provide logistical support for client events and client delight initiatives
• Collaborate with Client Advisers and team members in service delivery and resolution
• Participate in any other duties as assigned

To be successful in this position, you will be someone who:

• Has a Diploma with at least 2-3 years of relevant working experience preferably in the financial services or insurance industry
• Passionate about client experience and solving clients’ concerns
• Possesses a strong customer centric personality and mindset
• Has a pleasant and cheerful disposition
• Demonstrates initiative, drive and exceptional attention to detail
• Is an independent worker, able to work without much guidance
• Is a strong team player
• Is driven, tenacious, and possesses a strong work ethic
• Has excellent interpersonal & communication skills to listen and talk to clients
• Is proficient in Microsoft Office applications, including Word and Excel
• Familiarity with Xplan software will be advantageous

Community and Event Executive

Reporting to the Deputy Head, Group Brand Experience, we are seeking an enthusiastic and driven individual to join us in expanding Providend’s brand. The incumbent will play vital roles in actively promoting the brand through physical and virtual events as well as fostering partnerships and driving community engagements.

The main functions of this exciting position include but are not limited to the following:

• Develop an event calendar based on brand and marketing goals/strategies.
• Plan, execute and manage logistics for physical and virtual events.
• Coordinate with speakers, vendors, and partners.
• Promote events through email campaigns, social media, and landing pages.
• Oversee event registration, attendee engagement, and post-event follow-ups.
• Track event performance and manage budgets.
• Develop plans to engage communities.
• Serve as a liaison for community partnerships, collaborations and networking opportunities.

To be successful in this position, you will be someone who:

• Has a Diploma with at least 2-3 years of relevant working experience in event planning and execution
• Passionate about event planning and fostering community engagements
• Familiar with virtual event platforms
• Possesses initiative, drive and exceptional attention to details
• Is an independent worker, able to work without much guidance
• Is a strong team player
• Is driven, tenacious and possess a strong work ethic
• Has excellent organisational, analytical, project management as well as verbal and written communication skills

TO APPLY

Email your cover letter and resume to us at [email protected]. Please note that only shortlisted candidates will be notified.

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Can’t find a role suited for you in our available positions?
Do write to us about how you can contribute to Providend at [email protected].

COMPANY BENEFITS

• Company Retreats
• Weekly Sports Day
• Medical and Dental Benefits
• Hospitalisation and Surgery Subsidies
• Staggered Working Hours
• Wealth Planning Support
• Flexible Working Arrangements