Associate, Market & Sales Support, ICD Portal

Icdportal; Hong Kong; Sur place; HKD 380 000 - 520 000; Plein temps

Résumé du poste

Icdportal is recruiting for an Associate-level position in Hong Kong to provide trade execution, client servicing, and administrative support. The role involves maintaining client reports, scheduling, and responding to sales staff requests while liaising with teams in Singapore, London, and the U.S.

The successful candidate will interact with a diverse client base including FTSE 350 treasury departments, and will work closely with regional teams to deliver efficient, transparent electronic

Qualifications

• Industry qualification: Holds SFO LR status.
• HKSI Licensing Exam: Paper 1, 7 and 8.
• Degree in a relevant field or equivalent.
• Proficiency in Microsoft Office and data manipulation.
• Business level Cantonese and Mandarin; English communication.
• Able to multitask and meet deadlines.
• Team player with independent working ability.
• Experience in fast-paced environments and professional etiquette.

Responsabilités

• Trade execution of money market funds via phone, email and proprietary systems.
• Assist with implementation of technological solutions for clients and prospects.
• Handle client daily accounting requirements and produce reports.
• Produce daily data reports and reconciliation reports.
• Support Global ICD Trade Desk, Onboarding Teams and Regional Sales Staff.
• Provide client service to institutional clients.
• Assist regional sales team with requests and prospect research.
• Participate in special projects as required.

Connaissances

Excel proficiency

Data manipulation

English communication

Cantonese proficiency

Mandarin proficiency

Multi-tasking

Team collaboration

Telephone etiquette

Formation

SFO LR licensing

HKSI Licensing Exam (LE) Paper 1,7,8

Degree in Accounting, Business, Economics, Finance or Law or equivalent

Proficiency in Microsoft Office

Outils

Microsoft Office Suite

Proprietary trading systems

Description du poste

Job Description

Tradeweb acquired

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