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 

Finance Executive / Assistant

Reporting to the Head, Group Finance, we are actively seeking for an individual who is excited to assist in full spectrum of Group Finance function. The main functions of this exciting position include but are not limited to the following:

• Provide support in Accounts Payable (AP) and Accounts Receivable (AR) tasks of the Group
• Handle receipts and payments
• Provide support with preparation of monthly accounting journals
• Liaise with insurance companies on commissions matters
• Handle processing of commission rebate
• Follow up with overdue accounts, prepare statement of accounts and AR aging analysis
• Handle banking transactions and perform reconciliations
• Provide support in annual audit exercise
• Support in other tasks as assigned

Requirements

To succeed in this role, you will be someone who:

• Has minimum Diploma in Accountancy/ LCCI or equivalent
• Has at least 1-2 years of experience. Fresh graduates are welcome to apply.
• Is meticulous and enjoy working with data and number
• Is proficient in Microsoft Office, particularly in Excel
• Is an independent worker, able to work without much guidance
• Is a strong team player
• Is driven, tenacious and possess a strong work ethic

Investment Operations Executive

We are seeking a self-driven and meticulous individual to join our Investment Operations Team. In this role, you will act as a liaison between clients, business partners and internal stakeholders. The primary responsibilities of this exciting position include a wide range of functions, including but not limited to:

• Provide operational assistance with trade placement, ensuring trades are executed on the platform in a timely manner, accurately processed while fully complying with internal policies and procedures
• Trigger and coordinate company-wide rebalancing activities with internal teams when required
• Collaborate with cross-functional teams to respond to queries from partners and the advisory team
• Handle cash management, settlement, and reconciliation, promptly resolving discrepancies or failures
• Liaise with external partners (private banks, financial institutions) on client trades, account servicing, and platform‑related enquiries
• Ensure smooth communication and efficient resolution of operational issues
• Identify and resolve any trade-related discrepancies, platform issues or settlement failures
• Implement necessary controls and procedures to minimize risks associated with trade execution, ensuring adherence to internal policies and regulatory requirements
• Update internal stakeholders promptly on changes, updates or enhancements to any platforms
• Any other duties as assigned

Requirements

To succeed in this role, you will be someone who:

• Has a bachelor’s degree in business administration, marketing or related field
• Has prior experience in investment operations, trade execution, settlement, or reconciliation preferred
• Has/is CMS license representative (CM-EIP, CM-SIP, RES 3) preferred
• Is familiar with cash management and regulatory requirements
• Proficient in Microsoft Office applications (Microsoft Excel, Word, Power Automate etc.)
• Strong attention to detail and ability to work independently under tight timelines
• Is a strong team player
• Possesses initiative, drive and a strong work ethic
• Exhibit high level of integrity, accountability, and adaptability to embrace change
• Excellent communication skills to liaise with internal stakeholders and external partners

TO APPLY

Email your cover letter and resume to us at hr@providend.com. 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 hr@providend.com.

COMPANY BENEFITS

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