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 

 

 

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

Operations Executive

We are seeking a self-driven and passionate individual to join our 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: 

• Assist with account opening documentation and other account servicing requests
• Process trade orders, including inputting trades into the trading platform
• Ensure timely transaction processing and service delivery
• Liaising with external partners, such as private banks and financial institutions, on matters related to client trades, account maintenance, and client servicing
• Follow up on trade settlement and reconciliation
• Ensure that all transaction adhere to regulatory requirements and internal policies
• Handle day-to-day operational issues; ensuring timely and proper resolution
• Assist in documenting processes and procedures
• Handle ad-hoc duties and projects which may involve helping client advisers with their queries, platform migration project etc.
• Ensure the maintenance of office operations and is ready to undertake ad-hoc office operational tasks as required

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

• Is driven, tenacious and possess a strong sense of ethics
• Has strong analytical and interpersonal skills
• A growth mindset and is proactive
• Is good team player with the ability to work independently and diligently
• Meticulous and enjoys working with data
• Proficient in Microsoft Office applications (Microsoft Excel, Word, Power Automate etc.)
• Preferably has experience in executing trades on trading platform
• Preferably holds a CMS license but not a must