AVAILABLE POSITIONS

Investment Operations Executive

Job Description

We are looking for a self-driven and passionate individual to join us to support our Operations Team. In this role, you will act as a liaison between clients, business partners and internal stakeholders. The main functions of this exciting position include but are not limited to the following:

• Assist in account opening documentations and other account servicing related request
• Processing of trades order such as keying in the trades into trading platform
• Ensure timely transaction processing and service delivery
• Liaising with external partners such as private banks, financial institution in matters pertaining to clients’ trades, account maintenance, and any matter related to clients’ services
• Following up on settlement and reconciliation of trades
• Ensure that all transaction adhere to regulatory requirements and internal policies
• Handle day-to-day operation issues; ensuring issues are resolved in a proper and timely manner
• Assist in the documentation of processes/procedures
• Any other ad hoc duties which may include but not limited to assisting with client advisers’ queries when they arise

Requirements

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

• Is driven, tenacious and possess a strong sense of work ethics
• Has strong analytical and interpersonal skills
• Is good team player who can work independently and diligently
• Is meticulous and enjoy working with data
• Proficient in Microsoft Office applications
• Preferably has some experiences in trading on exchange for public equities, or OTC (over the counter) and fixed income and derivatives
• Has a good level of understanding of settlement and able to handle settlement in different situations
• Has at least a diploma in any discipline

Insurance Operations Executive

Job Description

We are looking for a passionate and self-driven individual to join our Solutions Team. In this role, you act as an important liaison between clients, insurer providers, and internal staff. The main function of this position includes the following:

• Handling the documentation and submission of new insurance business
• Supporting in insurance policy servicing
• Ensuring timely follow up and service delivery
• Liaising with insurers pertaining to client’s policy administration
• Handling day-to-day tracking of insurance submission status
• Assisting in the documentation of processes and procedures
• Ad hoc duties to support Solutions Team in insurance or project work

Requirements

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

• A good team player who can work independently and diligently
• Meticulous and enjoys working with documents
• Good communication skills
• Competent with MS Excel and Word
• Preferably has some experience in insurance operation and financial advisory
• Has at least a diploma in any discipline

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, portfolio 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, Medical and Dental Benefits, Hospitalization and Surgery subsidies, Staggered Working Hours, Financial Planning Support

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