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Providend is Hiring New Associate Advisers (2022)

Update June 2022: Our wealth advisory firm is looking for MORE individuals to join us as associate advisers.

The client advisory team at fee-only wealth advisory firm Providend is divided into two levels:

  1. The client advisers listen to prospects’ needs and work out financial plans and recommendations for them. The client adviser serves the existing clients that they manage on a day-to-day basis.
  2. The associate advisers are groomed to eventually be client advisers. Over a 2 to 3 years period, the associates will learn the nuts and bolts of wealth advisory by supporting the client advisers team.

This will be a full-time position.

You will learn from the ground up:

  1. How to organize prospects and client’s financial details into our financial planning process
  2. Sort through and make sense of the existing insurance policies that prospects bring in
  3. Build up or strengthen your investment fundamentals, and learn our investment philosophy
  4. Build up or strengthen the technical aspects of comprehensive financial planning
  5. Learn the way to listen, coach, engage and present to prospects and clients

Most importantly, you will soak into Providend’s unique DNA of doing what is right for the clients by becoming their trusted and most competent adviser.

We look for people with the following attributes to join us:

  1. Driven and motivated to do the right things in life
  2. Have a keen interest in the personal wealth advisory
  3. Have good interpersonal and communication skills
  4. Love a dynamic work environment where you can grow and develop
  5. Bonus: A real hunger to decipher what works and doesn’t work in the investment & wealth management world.

The Associates Advisers That Joined Us on the Programme

Over the last 3 years, we have had individuals from all walks of life joining us. Some of them are still with us helping our client advisers daily and we hope that eventually all of them will be full-fledged advisers, serving and helping clients reach their financial goals.

You don’t have to have a CFP, CFA, AWP to join us. A degree is not a key criterion either. We are looking for individuals who are gritty, conscientious, have a strong moral compass and have an affinity towards the domain of wealth and money.

Your attitude towards life should lean closer to being of service to others.

A large part of the associate advisers’ daily work involves processing the meeting notes after listening to the client’s wishes, sorting out & computing the first cut of the client’s financials, and preparing the financial reports for the client’s annual review.

To do this work well, grit, and conscientiousness is definitely needed to make sure things are done correctly.

Here are some of the people that are currently on the program:

  1. A seasoned financial adviser who used to work in a tied-agency and independent financial advisory firm decided to join us to learn how to work with and serve the higher net worth
  2. A civil servant working in a public agency who could have a very decent career in civil service but decided to listen to his heart to search for a more fulfilling career where he can make great impact to people’s lives
  3. A general manager in his own family business who decided to strike it out on his own by going into a domain where he can marry his natural affinity towards finance with his years of experience working with people
  4. A bank relationship manager who felt trapped because she could not recommend products that truly benefit her clients and allow her to feel good about being of service to people
  5. A former analyst who used to work as a relationship manager in a bank but is not keen to just sell products just to hit the KPI

Bryan, who is one of our earliest associate advisers (and my lunch buddy), elaborated a little about his life and the work that he did at Providend in this vid:

Last year, he graduated from the programme to become a full-fledged client adviser.

If you would like to join us, you are welcome to submit your resume and cover letter to [email protected]. More details about the roles can be found here.

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I invested in a diversified portfolio of exchange-traded funds (ETF) and stocks listed in the US, Hong Kong and London.

My preferred broker to trade and custodize my investments is Interactive Brokers. Interactive Brokers allow you to trade in the US, UK, Europe, Singapore, Hong Kong and many other markets. Options as well. There are no minimum monthly charges, very low forex fees for currency exchange, very low commissions for various markets.

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Andy

Monday 21st of March 2022

I'm interested in making a career switch into this industry, particularly with Providend, in ~15-20 years' time. Is it recommended to take up courses like CFP prior to that? What do you think I should do?

Lionel

Tuesday 21st of September 2021

Hi! Are there any opportunities for undergrads? The advisory that Providend does for its clients is very aligned with my own values and I would really love to play a part in helping people to make good financial decisions

Lionel

Wednesday 22nd of September 2021

@Kyith, Yep an internship, but I am open to any opportunities that might be available.

Kyith

Tuesday 21st of September 2021

Hi Lionel, are you looking for an internship?

JD

Sunday 21st of February 2021

Would there be any trading restrictions / trading declarations required for such a position? Interested, but am in a different industry..

Kyith

Sunday 21st of February 2021

Hi JD, all license representatives will need to declare their holdings in a MAS form 12. However, there are no trading restrictions.

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