Head of Dealing, Wealth Management

A regional investment bank is setting up a dealing team for its wealth management business, and looks for team head as well as experienced dealers. Oversee the daily execution of trades across global and regional markets, including Hong Kong stocks, US stocks, Stock Connect (Northbound/Southbound), bonds, funds, structured products, Korean stocks, and other international equities. • Lead execution in virtual assets / cryptocurrencies (where SFC-licensed or under VA dealing terms), ensuring secur

Unicorn Advisor (HK) Limited - Hong Kong - Full time

Salary: Competitive

A regional investment bank is setting up a dealing team for its wealth management business, and looks for team head as well as experienced dealers.

  1. Oversee the daily execution of trades across global and regional markets, including Hong Kong stocks, US stocks, Stock Connect (Northbound/Southbound), bonds, funds, structured products, Korean stocks, and other international equities.

• Lead execution in virtual assets / cryptocurrencies (where SFC-licensed or under VA dealing terms), ensuring secure, efficient handling of spot trading, token orders, and related products while adhering to SFC virtual asset regulatory requirements.

• Monitor real-time market liquidity, volatility, transaction costs (e.g., commissions, stamp duty, market impact, slippage), and best execution practices; continuously optimize algorithmic trading strategies and smart order routing across asset classes.

• Monitor trading risk exposures in real-time (including market risk, counterparty risk, liquidity risk, and VA-specific risks such as wallet/security vulnerabilities), providing timely early warnings, mitigation actions, and handling of abnormal or suspicious trading activities.

• Ensure all trading activities strictly comply with Securities and Futures Commission (SFC) regulations, including those applicable to traditional securities (Type 1 dealing) and virtual asset dealing/advisory terms, as well as internal compliance policies, AML/CFT obligations, and market conduct rules.

• Lead the trading team, develop and optimize Standard Operating Procedures (SOPs), and enhance system automation (e.g., integrating with OMS/EMS systems).

• Train, and upskill team members on trading techniques, complex products (e.g., derivatives, structured products), crypto/virtual asset trading protocols.

• Build and maintain strong relationships with major brokers, liquidity providers, exchanges, and counterparties globally.

• Negotiate optimal commission rates, margin financing limits, execution quality, credit terms, and service level agreements to enhance cost efficiency and execution capabilities.

Requirements:

• Bachelor's degree or above in Finance, Economics, Mathematics, or related fields.

• Minimum 10 years of experience in Hong Kong and US stock trading, with at least 5 years in a team management role.

• Familiar with Hong Kong & US market microstructure, short selling rules, and cross-order matching.

• Experience in risk management within a quantitative or high-frequency trading (HFT) environment.

• Proficient in using Bloomberg Terminal, and major trading systems or systems commonly used by Hong Kong brokers.

• Basic programming skills for trade data analysis or process automation are a plus.

• Excellent communication skills: Fluency in Cantonese, English, and Mandarin is essential.

• Holds a Hong Kong SFC Type 1 (Dealing in Securities) and Type 2 (Dealing in Futures Contracts) Responsible Officer (RO) license or meets the requirements to apply for RO status.

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