Associate, Market & Sales Support, ICD Portal

Tradeweb; Hong Kong; Hybrid; HKD 180,000 - 240,000; Full time

Job summary

Tradeweb in Hong Kong is seeking an Associate to provide trade execution, client servicing, sales and administrative support for institutional treasurers and corporate clients. You will maintain client reporting, schedules and assist with sales staff requests while liaising with teams across Asia, Europe and the U.S.

The role involves handling multiple tasks, data reporting and proactive outreach to prospects, with emphasis on accuracy, speed and professional etiquette in a fast-paced

Qualifications

• Academic requirements: degree in a relevant field or equivalent with coursework in finance/accounting/economics/law
• Strong Excel and data manipulation skills required
• Excellent English communication skills (written and spoken)
• Business level Cantonese and Mandarin to support HK/ Mainland clients
• Proficiency with Microsoft Office and calendar/email tools

Responsibilities

• Perform trade execution of money market funds via phone, email and systems
• Support client onboarding and reporting processes for ICD clients
• Produce daily data and reconciliation reports
• Assist Global ICD Trade Desk and regional sales staff
• Provide client service to institutional clients and respond to requests
• Conduct prospect research and maintain contact database
• Coordinate with internal teams in Singapore, London and the U.S.

Skills

MS Office

Excel

Data manipulation

English communication

Cantonese & Mandarin

Education

Degree in Accounting/Business/Economics/Finance/Law

Tools

Microsoft Office

Job description

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