Senior Associate / Associate Director


Providentia Capital is an investment management group with a mission to strategically navigate global markets, providing multi-asset investment management and advisory services to institutional and professional clients around the world.

About the job:

  • We are looking for client servicing executives to be part of our team to deliver bespoke trust and family office services in a professional manner to our clients.

Key Responsibilities:

  • Administer a portfolio of client structures (e.g. Trust, Company, Fund)
  • Support Client Servicing Managers in taking care of client-related matters and structures
  • Maintaining the Trust System
  • Liaison with third parties (e.g. Banks, Corporate Secretaries)

Skills And Competencies:

  • Personal resilience, able to remain positive and constructive when faced with challenges
  • Proactive
  • An eye for detail
  • Team player with good communication skills

Role Requirements:

  • Diploma or Degree in Business / Finance / Accounting / Legal is preferred

Desired Skills and Experience:

  • Microsoft Office, Due Diligence, Interpersonal Skills, Accounting, Good Communication Skills, Attention to Detail, Team Player, KYC, Interpreting financial statements, Customer Service Experience

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