Interactive Brokers Group, Inc. (IBKR) is a global financial services company seeking an Associate / Senior Associate for its APAC Institutional Services group in Hong Kong. The role involves providing unparalleled service to advisor clients, including wealth/asset managers, hedge funds, and family offices. Responsibilities include resolving technical, account, and trade-related inquiries, escalating issues, and assisting clients with the entire investment lifecycle. The mission is to build deep, long-term relationships and provide a seamless client experience while expanding global product and service offerings.

Must Have

• 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 cash and position transfers, corporate actions, margin calculation, and statement reconciliation
• Undergraduate degree
• At least 1-2 years prior experience at a wealth/asset management firm, family office, or other financial institution
• Holder of SFC licenses for RA Type 1, 2, and 3, or ability to obtain within 90 days of joining

Good to Have

• Mandarin language skills

Perks & Benefits

• 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

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.