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

Job Description and 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 advisor clients including wealth/asset managers, hedge funds, and family offices. Our mission is to build deep, long-term relationships and provide a seamless client experience as we continuously expand our global product and service offerings.

Key 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

Qualifications

Core competencies:

• 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

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

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
• Great work life balance
• 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.