Senior Stock Market Purchasing Consultant (Corporate Trading & Strategy)

Senior Stock Market Purchasing Consultant (Corporate Trading & Strategy)

Senior Stock Market Purchasing Consultant (Corporate Trading & Strategy)

Upwork

Upwork

Remoto

1 day ago

No application

About

RM365 Ltd is a fast-growing, industry-leading company with significant capital resources and a large market footprint. As we expand into equity investments, we are seeking a seasoned stock market consultant to help establish a robust corporate trading framework. The ideal candidate will bring a proven record of success and experience working with a large financial institution or major corporation. Key Responsibilities: Recommend the most effective brokerage platforms, with emphasis on Interactive Brokers (IBKR). Advise on trading strategies, risk management, and cost efficiency. Guide the corporate account opening and onboarding process. Provide insights on compliance, tax considerations, and reporting. Requirements: Extensive stock market experience, ideally within a large company or institutional setting. Documented success (verifiable performance metrics, case studies, or client references). Strong knowledge of IBKR and corporate brokerage processes. Ability to clearly explain complex financial concepts. Project Scope: Initial consultation with optional follow-up for account setup and strategy execution. Remote work with flexible virtual meetings. How to Apply: Submit a summary of your experience, proof of success, details of your large-company background, and your IBKR expertise, along with your proposed rate or project fee.