Roman Kurevic

• Reactivation and development of unused customer potential through individual needs analyses.

• Advice and cross-selling on financial solutions: insurance, loans, savings, and investment products.

• Use of storytelling methods to identify customer needs and sales opportunities.

• Setup and management of the fund "Deutsche Aktien System" including development of proprietary trading models ("MapTrend", "Confirmed HiLo").

• Responsibility for fund management, liquidity control, and regulatory compliance.

• Strategic customer acquisition and presentation at webinars, events, in trade media, and via digital platforms.

• Operational management: accounting, budget planning, annual financial statements, IT infrastructure.

• Advising institutional clients on the commodity equity fund and independent execution of trading transactions.

• Conducting market analyses in the mining sector and managing physical precious metal transactions.