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

Hong Kong

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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 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
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

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

Skills

Key technologies and capabilities for this role

client serviceaccount managementtrade supportmargin calculationcorporate actionsstatement reconciliationclient outreachplatform training

Questions & Answers

Common questions about this position

What compensation and benefits are offered for this role?

The position offers a competitive salary, annual performance-based bonus, stock grant, excellent health and welfare benefits including medical, dental, specialist and in-patient, and a competitive package of annual leave.

Is this role remote or does it require office presence?

This information is not specified in the job description.

What are the key skills required for this position?

The role requires exceptional relationship management, interpersonal, and organizational skills, excellent command of written and spoken English (Mandarin is a strong plus), ability to think critically about complex systems, and familiarity with asset classes like stocks/ETFs, options, bonds, FX, funds, futures, and crypto.

What is the company culture like at Interactive Brokers?

Interactive Brokers features a dynamic, multi-national team focused on financial innovation, cutting-edge technology, client commitment, and building deep, long-term relationships in a fast-growing APAC Institutional Services group.

What makes a strong candidate for this Associate / Senior Associate role?

Strong candidates have an undergraduate degree, 1-2 years of experience at a wealth/asset management firm, family office, or financial institution (new graduates with strong core competencies considered), and hold or can obtain SFC licenses for RA Type 1, 2, and 3 within 90 days.

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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