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Associate / Senior Associate, Institutional Services (EAM & Family Office)

Hong Kong

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Description and Responsibilities

IBKR is seeking exceptional individuals to join its fast-growing APAC Institutional Services group.  In this role, you will be responsible for providing unparalleled service to IBKR’s advisor clients including wealth/asset managers, hedge funds, and family offices.  Our mission is to build deep, long-term relationships and provide a seamless client experience as we continuously expand our global product and service offerings.

Key responsibilities:

•    Resolve technical, account, and trade-related enquiries via email, telephone, and web ticket
•    Take ownership of and escalate issues to relevant stakeholders across functional groups and regions
•    Assist clients with the entire investment lifecycle including but not limited to cash and position transfers, corporate actions, margin calculation, and statement reconciliation
•    Ad hoc projects and assignments – e.g. client outreach, platform training, market research 

Qualifications

Core competencies:

  • Exceptional relationship management, interpersonal, and organizational skills
  • Excellent command of written and spoken English (Mandarin is a strong plus)
  • Ability to think critically and reason about complex systems and processes
  • Familiar with a variety of asset classes – e.g. Stocks/ETFs, Options, Bonds, FX, Funds, Futures, Crypto

Requirements:

  • Undergraduate degree
  • At least 1-2 years prior experience at a wealth/asset management firm, family office, or other financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
  • Holder of SFC licenses for RA Type 1, 2, and 3, or ability to obtain within 90 days of joining

Company Benefits & Perks

  • 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.

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Privacy Disclosure *

Interactive Brokers (“IBKR”) is committed to protecting the privacy of its users. 1. Aggregate Information about Visitors. We collect information on a general and aggregate basis, such as IP addresses, in order to analyse the performance of our sites. This data is used completely anonymously in order to determine the number of people who visit our sites and the most frequently used sections of our sites. This enables us to continually update and refine our sites to ensure it provides you with a successful experience. 2. Information about Users. When registering you are requested to enter certain information about yourself. This information forms the basis for any job application. 3. Your Online CV and Job Application. The details of your job application, covering letter, CV and academic results and any other information will not be viewed by anyone except IBKR and any third party service providers used by IBKR for its hiring processes. 4. Information Management. You can edit any information entered at any time before your job application is submitted. This includes contact details, email address, job application information and password. However, once a job application has been sent, that specific job application cannot be altered. You have certain rights to see and correct data held about you. Please refer to the IBKR Group Privacy Policy on our website. 5. Security. The security of our system is very important to us and we work hard on it. However, please note that no data transmission over the Internet is 100% secure.

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