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2024 / 2025 Summits in Hong Kong & Singapore
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Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
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This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $30 billion.










Providend Client Adviser

Read the full job details at Jobs Center

Responsibilities

  • To source for and advise affluent and/or High Net Worth clients on comprehensive financial planning, with a specialization in RetireWell, our proprietary Retirement Planning methodology.
  • To provide risk coaching to clients on an ongoing basis
  • Managing client relationship for the long term

Requirements



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The 2024 Investment Day
17th Oct Hong Kong | 7th Nov Singapore
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place on 17th Oct 2024 in Hong Kong, 7th Nov 2024 in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here


The 2024 Family Office Summit
17th Oct Hong Kong St Regis | 7th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here


2024/2025 Institutional Investor Summit / Roundtable
March / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Senior investment team from Sovereign Wealth Funds, Pension Funds, Endowments, Foundations & Charities in Hong Kong, Singapore & Asia-Pacific at the 2024 Institutional Investor Summit / Roundtable.   Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here


2024/2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here


2024/2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit.  Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here





  • Regulatory Licenses: M5, M6, M8, M8A, M9, M9A
  • Minimum University Bachelor’s Degree
  • At least 3 years of experience as a Priority banker or other related experience
  • Aspire to build a sizeable client base with a good recurring income

 

Read the full job details at Jobs Center

 

About Providend

As a licensed financial adviser and a registered fund management company with Monetary Authority of Singapore, We are more than able to help you do general financial planning work. However, over the years, we have come to be known as a specialist in retirement planning.




Managing $20 million to $3 billion. Investing $3 million to $300 million.
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