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
Operations Management
Team Management
People Management
Strategies and goals
Staff Management
Verbal and written communication
Creativity and Innovation
Crisis Management
Issues Resolution
Legal and Regulatory Compliance
Financial Management
Sales 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