About this role
Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.
For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.
Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.
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
- 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
- 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.
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