Associate, Market & Sales Support, ICD Portal

Candidate Experience site; Hong Kong; Sur place; HKD 450 000 - 600 000; Plein temps

Résumé du poste

Tradeweb is seeking an Associate-level professional for our Hong Kong office to support trade execution, client servicing, and sales administration. Responsibilities include maintaining client spreadsheets, reporting, scheduling, and handling requests from sales staff, while engaging with external callers and internal teams.

The role requires interaction with teams in Singapore, London, and the U.S., and maintaining strong relationships with FTSE 350 treasury departments.

Qualifications

• HKSI Licensing (LE 1,7,8) completed.
• Degree in Accounting/Business/Finance/Law or equivalent with coursework.
• Strong MS Office and Excel skills; data handling proficiency.

Responsabilités

• Trade execution of money market funds via phone, email, and proprietary systems.
• Assist with implementing client solutions and onboarding.
• Handle client accounting requirements and report production.
• Produce daily data and reconciliation reports.
• Support Global ICD Trade Desk, Onboarding Teams and Regional Sales Staff.
• Deliver client service to institutional client base and assist with prospect research.

Connaissances

Communication

Multitasking

Teamwork

Independent work

Fast-paced

Formation

HKSI Licensing (LE 1,7,8)

Degree in Accounting/Business/Finance/Law

Outils

Microsoft Office

Excel

Email/Calendar tools

Description du poste

Tradeweb acquired Institutional Cash Distributors (ICD) to add corporate treasurers as a new client channel, expanding beyond its institutional, wholesale, and retail markets.

ICD is one of the largest U.S. institutional money market fund portals, serving 500+ corporate treasury organizations across 45+ countries.

Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.

About the Role

We are recruiting an Associate-level candidate for our Hong Kong office, to provide trade execution, client servicing, sales and administrative support, including maintaining client spreadsheets, client reporting, scheduling, and fulfilling sales staff requests. The successful candidate will interact with a diverse group of external callers and visitors, as well as internal contacts at all levels of the organisation. They can expect to work closely with team members in Singapore, London and the U.S., and liaise daily and maintain excellent relationships with FTSE 350 treasury departments.

Job Responsibilities

• Trade execution of money market funds via phone, e-mail and proprietary systems
• Assist with the implementation of technological solutions for clients and prospects
• Client daily accounting requirements and report production
• Produce daily data reports
• Produce reconciliation reports
• Provide support to the Global ICD Trade Desk, Onboarding Teams and Regional Sales Staff
• Provide client service to institutional client base
• Assists with the sales department's regional sales representative requests
• Assists with special projects as required
• Assist the sales team with prospect research and contact database maintenance
• Conduct cold outreach through approved email, telephone and Linkedin channels to introduce the platform and arrange meetings.
  

Qualifications and Requirements

Academic and Industry Qualifications

• Industry Qualification: Holds Support and Licensed Representative (“LR”) status through Hong Kong Securities and Future Ordinance (SFO)
• Regulatory Exam: Passed Hong Kong Securities & Investment Institute (HKSI) Licensing Examination (LE) Paper 1 and Paper 7 (Financial Markets) and Paper 8 (Securities)
• Academic Qualification:degree in a relevant field (e.g. Accounting, Business Administration, Economics, Finance or Law) OR any other degree with a pass in at least two courses in those fields
• Computer proficiency: extensive skills in Microsoft Office, e-mail, Internet, calendaring software with ability to learn new programs quickly
• Demonstrable level of proficiency in Excel and data manipulation skills
• Business level proficiency in Cantonese and Mandarin to support Hong Kong and mainland Chinese clients
• Excellent communication skills in English – written and spoken.
• Ability to handle multiple tasks, prioritise and meet deadlines
• Excellent organisational skills
• Team player with the ability to think and act independently. Ability to work with minimal supervision.
• Demonstrable ability to work in fast paced environment
• Exemplary professional attitude and telephone / digital etiquette

Technical and Language Skills

• Computer proficiency: extensive skills in Microsoft Office, e-mail, Internet, calendaring software with ability to learn new programs quickly
• Demonstrable level of proficiency in Excel and data manipulation skills
• Business level proficiency in Cantonese and Mandarin to support Hong Kong and mainland Chinese clients
• Excellent communication skills in English – written and spoken.
  

Non-Technical Capabilities

• Ability to handle multiple tasks, prioritise and meet deadlines
• Excellent organisational skills
• Team player with the ability to think and act independently. Ability to work with minimal supervision.
• Demonstrable ability to work in fast paced environment
• Exemplary professional attitude and telephone / digital etiquette