Associate, Market & Sales Support, ICD Portal

Tradeweb
Hong Kong, Hong Kong SAR China
Career-pivot friendly

Who this role is best for

Strong fit for candidates with business-level Mandarin and Cantonese proficiency who can manage fast-paced administrative and client support tasks.

Best fit for

  • Candidates with business-level Mandarin and Cantonese skills and experience in financial services client support
    — “Business level proficiency in Cantonese and Mandarin to support Hong Kong and mainland Chinese clients”
  • Individuals who can handle fast-paced environments and manage multiple priorities with minimal supervision
    — “Demonstrable ability to work in fast paced environment”
  • Professionals with a background in data manipulation and report generation using Excel
    — “Demonstrable level of proficiency in Excel and data manipulation skills”

Things to consider

  • Commitment to maintaining strong client relationships across multiple regions is essential
    — “Liaise daily and maintain excellent relationships with FTSE 350 treasury departments”
  • The role requires cross-functional collaboration with teams in Singapore, London, and the U.S.
    — “Work closely with team members in Singapore, London and the U.S.”

How to stand out

  • Emphasize experience with financial market platforms and client onboarding processes in your resume
    — “Assist with the implementation of technological solutions for clients and prospects”
  • Highlight your ability to manage multiple tasks and meet deadlines efficiently
    — “Ability to handle multiple tasks, prioritise and meet deadlines”
  • Demonstrate your proficiency in Excel and data reporting through concrete examples
    — “Produce daily data reports”
  • Showcase your experience with cold outreach and prospect research in your application materials
    — “Conduct cold outreach through approved email, telephone and Linkedin channels”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful client implementations
  • positive client feedback
  • sales growth
Typical background
financebusiness administrationeconomics

Skills & requirements

Required

Trade ExecutionClient ServicingSales SupportClient ReportingCold OutreachExcel ProficiencyCantoneseMandarinEnglish Communication

Preferred

Technical SupportProject Management

Stack & domain

ExcelMicrosoft OfficeInternetCalendaring SoftwareCommunicationTeamworkOrganizational SkillsProblem-solvingTime ManagementSupport And Licensed RepresentativeHolds HKSI Licensing Examination Paper 1 And Paper 7 (financial Markets) And Paper 8 (securities)FinanceSalesClient Support

About the role

Original posting from Tradeweb

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 systemsAssist with the implementation of technological solutions for clients and prospectsClient daily accounting requirements and report productionProduce daily data reportsProduce reconciliation reportsProvide support to the Global ICD Trade Desk, Onboarding Teams and Regional Sales StaffProvide client service to institutional client baseAssists with the sales department's regional sales representative requestsAssists with special projects as requiredAssist the sales team with prospect research and contact database maintenanceConduct 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 quicklyDemonstrable 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 deadlinesExcellent organisational skillsTeam player with the ability to think and act independently. Ability to work with minimal supervision.Demonstrable ability to work in fast paced environmentExemplary 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 quicklyDemonstrable 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 deadlinesExcellent organisational skillsTeam player with the ability to think and act independently. Ability to work with minimal supervision.Demonstrable ability to work in fast paced environmentExemplary professional attitude and telephone / digital etiquette

Source: Tradeweb careers

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