Associate / Senior Associate - Institutional Services

Job Description

Interactive Brokers is seeking an Associate / Senior Associate to join its APAC Institutional Services group in Hong Kong. The candidate will be responsible for providing service to IBKR’s institutional and enterprise clients including banks, hedge funds, financial advisors, and introducing brokers. The role involves building deep, long-term relationships and providing a seamless client experience.Responsibilities include:

• Resolving technical, account, and trade-related enquiries via telephone, ticket, and live chat
• Taking ownership of and escalate/report issues to the relevant stakeholders across various departments and regions
• Assisting clients in understanding the entire trading lifecycle including but not limited to funding, position transfers, corporate actions, margin calculation, and statement reconciliation
• Ad hoc assignments and projects – e.g. client outreach, platform training, general market research

Requirements:

• Undergraduate degree
• At least 1-2 years prior experience at a large financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
• Licensed with SFC 1, 2 and 3 or be able to obtain by attending to licensing paper exams within the probation period
• Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus
• Strong familiarity in one or more asset classes – Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
• Excellent command of written and spoken English (Mandarin is a strong plus)

IBKR offers:

• Competitive Salary, annual performance-based bonus and stock grant
• Excellent health and welfare benefits including medical, dental, specialist and in-patient
• Competitive package of Annual Leave
• Daily lunch ordered in house with fully stocked kitchen
• Modern offices with multi-monitor setups
• Great work life balance
• Unique opportunity to gain exposure to global financial products, markets and clientele
• Opportunities for career progression and job scope expansion in a global company with growing local presence
• Hybrid work arrangement role permitting.