Associate - Institutional Services

Interactive Brokers Hong Kong Limited; Hong Kong; Hybrid; HKD 360,000 - 520,000; Full time

Benefits offered by this job

Competitive salary

Stock grant

Annual leave

Health and welfare benefits

Hybrid work arrangement

Job summary

Interactive Brokers Hong Kong Limited in Admiralty invites talented professionals to join its APAC Institutional Services group. You will resolve technical, account, and trade enquiries by phone, ticket, and live chat, while owning issues and coordinating with stakeholders across regions.

The role emphasizes understanding the trading lifecycle, strong English skills (Mandarin a plus), familiarity with Excel and Jira/Confluence, and a proactive, patient approach in a fast-paced environment.

Qualifications

• Strong knowledge of multiple asset classes (stocks, options, futures, FX, funds).
• Able to reason about complex systems and processes with clear communication.
• Excellent English written and spoken; Mandarin a strong plus.

Responsibilities

• Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat.
• Take ownership of and escalate issues to relevant stakeholders across regions.
• Assist clients in understanding the trading lifecycle including funding, transfers, margin, and statements.
• Support ad hoc projects such as client outreach and platform training.

Skills

Asset classes

Analytical thinking

Communication

Problem solving

English proficiency

Tools

Excel

JIRA/Confluence

Job description

Admiralty, Central and Western District (Hybrid)

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 & 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 accelerate/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

Qualifications:

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)

Requirements:

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

Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus

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

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.