- representing the client or acting on his behalf with regard to full implementation of the investment intention, consultancy and communication
- advise on entering the market or strengthening the market position
- developing an individual investment strategy
- assistance with crisis communication, investors relations, marketing of financial products, information sources, mergers and acquisitions
- analysis of opportunities in particular industries and rules for allocation of financial means
- preparation of investment projects, including individual steps, a time sheet and a strategy for negotiations taking into account the potential investment risk, participation and mediating in business meetings with third parties in connection with the client's investment intentions
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