EVREN UÇAR
Banking/Finance Professionel
İSTANBUL
Summary
I have been working as an private banker and investment advisor in banks and brokerage houses for 25 years. I love making a difference in my works and i am passionate about working and producing with all my heart.
In light of my 25 years experience, considering my existing client connetions, I believe that i can make difference in fund management and achieve success.
Overview
24
24
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
Work History
Director(Wealth Management/Info Prime)
INFO Securities
4 2021 - Current
- Bringing some know-how about investment advisory and banking products,
- Adopting investment advisory principles and methodologies ,
- Establishing credit lines with the banks in order to enrich company’s product base,
- Financial portfolio management activities with high-net worth clients who have certain level of financial assets,
- Buying and selling financial assets in domestic and international markets in order to maintain a specific investment strategy, or to reach an investment objective
- Monitoring all financial and important developments all over the world and built up investment strategies for the customer benefits.
Associate Director (Investment Advisory)
UNLU&CO
04.2016 - 04.2021
- Responsible for selling the company’s financial products or services while developing new accounts and expanding existing accounts,
- Developing and delivering product presentations, pricing proposals and tender submissions especially corporate clients,
- Attending client’s meetings to discuss strategies and future developments and present quarterly reviews their accounts with client customer relationship managers,
- Financial portfolio management activities with high-net worth clients who have certain level of financial assets,
- Buying and selling financial assets in domestic and international markets in order to maintain a specific investment strategy, or to reach an investment objective,
- Monitoring all financial and important developments all over the world and built up investment strategies for the customers benefits,
- Collaborating with treasury team, using treasury products for hedging of clients’ positions,
- Implemented data-driven decision-making strategies, leading to more informed business choices and positive outcomes.
- Reviewed proposed regulatory changes and evaluated potential impacts on business operations.
- Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
Portfolio Advisory Senior Manager
Yapı Kredi Asset Management
11.2010 - 04.2016
- Primarily responsible for investment advisory activities,
- Creating and managing investment allocations for private clients of private banking division,
- Financial portfolio management activities with high-net worth clients who have certain level of financial assets (10 millions $)
- Wealth management and private banking services for private customers using fx , commodity , equity and derivative markets with TMU department
- Determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions,
- Maintain an in-depth understanding of market conditions, trends and overall economic outlook.
Private Banking – Customer Account Relationship Manager
Kocbank-Yapı Kredi
09.2004 - 11.2010
- Offering private banking services for high networth clients focusing in global markets,
- This includes advisory in all of wealth management matters such as investment decision-making, wealth transfer planning, insurance strategies, among others and also leading clients meetings with product specialists,
- Portfolio advisory activities using forex, commodity, equity and derivative markets with TMU, in their wealth management process within their particular personal and professional situation,
- Meeting with clients to determine their wealth management strategy and understand their investment expectations
- Dealing with all financial needs of private customers.
Corporate Portfolio Management – Account Specialist
TEB
08.2003 - 09.2004
- Marketing banking instruments including treasury products, credits, deposits, cash management systems, and investment funds to corporates which are in ISO500 firms,
- Negotiating and transacting sales of asset and debt products,
- Informing clients about changes in the economy that might affect their financial stance,
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Set up new customer accounts and updated existing profiles with latest information.
- Developed customized financial solutions for clients, addressing their unique needs and concerns.
- Analyzed financial data and generated accurate, insightful reports for management.
- Coordinated with finance department to streamline billing processes, reducing errors and improving client trust.
- Implemented feedback mechanisms, gathering critical insights to drive continuous improvement in service delivery.
- Designing financial instruments that meet clients changing needs.
Capital Markets Specialist/MT
Ata Invest
07.2000 - 10.2002
- Equity trading for short and long-term investors,
- Monitoring all developments on financial markets,
- Advising investment ideas to clients,
- Developing relations with existing and new customers inorder to increase in the company's trading volume and market share,
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Analyzed sales data to identify trends and adjust marketing strategies accordingly.
- Enhanced customer satisfaction with timely and accurate issue resolution.
Education
The Faculty of Economic and Administrative Sciences - International Relations and Political Science
Boğaziçi University
01.1995 - 04.1999
Banking and Finance
Kadir Has University
01.2000 - 04.2002
Skills
Project Management
Certification
Capital Markets Advance Level Certificate, SPK, 2006
Militaryservice
Completed
Personal Information
- Date of Birth: 01/03/1976
- Marital Status: Married
References
Available upon request
Additional Information
Certificates
Capital Markets Advance level Certificate/2006
Capital Markets Derivatives Certificate/2011
Languages
Turkish
Native language
English
Proficient
C2
Timeline
Associate Director (Investment Advisory)
UNLU&CO
04.2016 - 04.2021
Portfolio Advisory Senior Manager
Yapı Kredi Asset Management
11.2010 - 04.2016
Private Banking – Customer Account Relationship Manager
Kocbank-Yapı Kredi
09.2004 - 11.2010
Corporate Portfolio Management – Account Specialist
TEB
08.2003 - 09.2004
Capital Markets Specialist/MT
Ata Invest
07.2000 - 10.2002
Banking and Finance
Kadir Has University
01.2000 - 04.2002
The Faculty of Economic and Administrative Sciences - International Relations and Political Science
Boğaziçi University
01.1995 - 04.1999
Director(Wealth Management/Info Prime)
INFO Securities
4 2021 - Current