Associate / Senior Associate - Institutional Services

Title: Associate / Senior Associate - Institutional Services

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 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 inquiries via telephone, ticket, and live chat

Take ownership of and escalate/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:

Undergraduate degree

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 CMFAS 1A, 2A, CM-EIP and CM-SIP or be able to obtain by attending to licensing paper exams within a short period after onboarding

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

Company Benefits & Perks

Competitive Salary, annual performance-based bonus and stock grant

CPF Contributions

Excellent medical insurance, including dental, specialist and in-patient

Competitive package of Annual Leave

Daily lunch ordered in house with fully stocked kitchen

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