Client Director - Financial Services
ServiceNowSalary not specified
Associate / Senior Associate - Client Services at Interactive Brokers
Hong Kong, Hong Kong SAR, Hong Kong SAR
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, BrokerageIndustries
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
- 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)
- Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus
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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What compensation is offered for this role?
The position offers a competitive salary, annual performance-based bonus, and stock grant.
What are the benefits provided?
Benefits include excellent health and welfare coverage such as medical, dental, specialist, and in-patient services.
Is this a remote position or is there a specific location requirement?
This information is not specified in the job description.
What skills and qualifications are required for this role?
Candidates need strong familiarity in one or more asset classes like stocks, ETFs, options, FX, funds, futures, or fixed income; critical thinking about complex systems; composure in fast-paced situations; excellent English (Mandarin a plus); an undergraduate degree; 1-2 years experience at a financial institution; and SFC licenses 1, 2, and 3 or ability to obtain them.
What makes a strong candidate for this position?
Strong candidates demonstrate core competencies like asset class knowledge and critical thinking, have 1-2 years experience at a financial institution or show strong grasp as new graduates, hold or can obtain SFC licenses 1, 2, and 3, and have excellent English with Mandarin as a plus.
Interactive Brokers
Online trading platform with low commissions
About Interactive Brokers
Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.
Greenwich, ConnecticutHeadquarters
1977Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Competitive Pay with discretionary bonus packages which include company stock grants
Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage
Daily Lunch Allowance
401K Retirement Savings Plan (generous company match)
Wellness Incentives
Flexible Spending Accounts
Paid Personal Time and Sick Leave
Risks
Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.
AI tools may expose the company to data privacy and algorithmic trading risks.
Rapid growth in DARTs could strain infrastructure, risking service disruptions.
Differentiation
Interactive Brokers offers low commissions and financing rates, making trading affordable.
The platform provides direct market access to over 135 markets in 33 countries.
Innovative features like fractional shares and the IMPACT app attract diverse investors.
Upsides
AI tools in the Advisor Portal enhance decision-making for financial advisors.
IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.
74% growth in DARTs and $576 billion in client equity indicate strong financial health.
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