Associate / Senior Associate - Institutional Services

Interactive Brokers Hong Kong Ltd.
Singapore, Singapore
14 Mar 2023
13 Apr 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Interactive Brokers ("IBKR"), a subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR's premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.
Our headquarters are in Greenwich, CT, USA. IBKR has offices in the United States, Australia, Canada, China, Estonia, Hong Kong, Hungary, India, Ireland, Japan, Russia, Singapore, Switzerland and United Kingdom.

IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.

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 institutional and enterprise clients including banks, hedge funds, financial advisors, and introducing brokers. Our mission is to build deep, long-term relationships and provide a seamless client experience as we continue to expand our global product and service offerings.

Key responsibilities:
  • Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat
  • Take ownership of and escalate/report issues to the relevant stakeholders across various departments and regions
  • Assist 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

Core competencies:
  • Strong familiarity in one or more asset classes - Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
  • Be able to think critically and reason about complex systems and processes
  • Maintain composure and professionalism in fast-paced and stressful situations
  • Excellent command of written and spoken English (Mandarin is a strong plus)

  • 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 CMFAS 1A , 2A , 6 and 6A or be able to obtain by attending to licensing paper exams within a short period after onboarding
  • Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus