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Project title:
Investment Banker (Corporate Account & Strategic Advisory)
Posted by:
External project from PeoplePerHour
Started:
22-Aug-2025 16:12 GMT
Description:
About Us
Reliable Medicare Ltd is a leading retail and wholesale supplier of aesthetic products, with an annual turnover of approximately £20 million. Operating across the UK and internationally, we have branches in London, France, and the Netherlands, with our headquarters in Birmingham. Our success is built on innovation, competitive pricing, and exceptional service – values that have earned us a trusted global reputation.

We are now entering an exciting expansion phase and are seeking an experienced Investment Broker to strategically advise and manage funds totalling £10 million, helping us to maximise returns and support our long-term growth plans.



The Role:

You will work directly with our CEO to identify, assess, and execute investment opportunities that align with our corporate strategy.

A key part of this role will be assisting us in successfully opening an IBKR (Interactive Brokers) corporate account. We currently do not have an IBKR account — a previous application was rejected — so we require someone with proven expertise who can guide us through the process and ensure approval. You will also advise us on whether IBKR is the best option, or recommend alternative low-cost, competitive trading platforms suitable for corporate trading in US stocks.

This is a high-impact position requiring strong market insight, platform knowledge, and a proven track record in delivering results for corporate clients.


Key Responsibilities:

-Corporate Account Setup: Lead the process of opening and securing approval for an IBKR company account (we do not currently have one).

-Platform Guidance: Advise on the most competitive and cost-effective trading platforms for corporate use, particularly for US stock trading, in case IBKR is not the best fit.

-Investment Strategy: Develop and implement tailored investment strategies for the company’s £10 million funds.

-Risk & Market Analysis: Assess market trends, risk factors, and emerging opportunities.

-Portfolio Diversification: Advise on balancing growth and security through diversification.

-Cost Transparency: Clearly explain trading costs, commission structures, and percentage-based charges to help management understand the financial implications of trading.

-Negotiations & Stakeholder Management: Negotiate investment terms and manage key relationships.

Reporting: Monitor performance and provide regular, data-driven reports to senior management.

-Compliance: Ensure adherence to relevant regulations and industry best practices.



Requirements:

-Proven track record as an Investment Broker, Fund Manager, or similar senior role.

-Strong experience in corporate account setup (IBKR or similar platforms).

-Demonstrated success in advising large companies with significant investment portfolios.

-Deep knowledge of global markets, US stock trading, and portfolio management.

-Strong understanding of trading costs and ability to communicate them clearly to non-specialists.

-FCA authorisation (or equivalent in relevant jurisdictions) preferred.

-High level of integrity, discretion, and communication skills.



What We’re Looking For:
The ideal candidate will not only manage our investments but also act as a trusted advisor – helping us navigate platform requirements, avoid unnecessary costs, and ensure our corporate account is set up and maintained correctly. Daily guidance and support will be required in the early stages to ensure smooth operation.

*If you have extensive experience with IBKR corporate accounts, understand low-cost trading structures, and can help us open and maintain an approved account without rejection again, we’d love to hear from you.
Project ID:
3446218
Project category:
Project budget:
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