MS Office
Onur ÜLKÜ
Stock Broker/Dealer
Turgutlu Sokak 17/20, Büyükesat Mah., Çankaya
Summary
LICENSES & CERTIFICATES
- Capital Market Activities Level 3 License
- Derivatives License
- Corporate Management Rating License
- Credit Rating License
- Real Estate Appraisal License
Overview
12
12
years of professional experience
1
1
Language
Work History
Assistant Branch Manager
Ata Yatırım Menkul Kıymetler A.Ş.
12.2024 - Current
- Establishing a branch from scratch in Ankara.
- Monitoring of branch income and expenses.
- Monitoring and implementation of legal processes
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities.
- Played a key role in growing the branch''s loan portfolio through proactive client outreach and relationship management efforts.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
Portfolio Manager
Ak Yatırım Menkul Değerler A.Ş.
06.2021 - 12.2024
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Facilitated portfolio performance review and implemented new strategies.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to high net worth clients.
Investment Specialist
QNB Finans Yatırım Menkul Değerler A.Ş.
03.2018 - 05.2021
- Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
- Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
- Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.
- Conducted comprehensive market research to identify new investment opportunities and stay current on industry trends.
Investment Assistant Specialist
Global Menkul Değerler A.Ş.
03.2014 - 03.2018
- Assisted in managing client accounts, resulting in improved customer satisfaction and retention rates.
- Participated in ongoing professional development opportunities, staying current on industry trends and best practices relevant to investment management services.
- Contributed to the development of customized wealth management solutions for high-net-worth clients, optimizing their financial goals while minimizing risk exposure.
- Identified potential investment opportunities through rigorous research methods, contributing to overall portfolio diversification and risk management efforts.
Stock Market Intern
Global Menkul Değerler A.Ş.
06.2013 - 07.2013
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Sorted and organized files, spreadsheets, and reports.
Education
No Degree - English Certificate Program
Flying Classrooms School of English
UK 04.2001 -
BBA - Business Administration
Atılım University
Ankara, Turkey 04.2001 -
High School Diploma -
Cumhuriyet High School & Tınaztepe High School
Ankara 04.2001 -
Skills
Relationship building and management
Banking
Account management
Staff management
Loans
Team development
Operational efficiency
Investment guidance
Operations management
Resource management
Proficient in MS office
Software
GTP
TRADESOFT
MATRIKS
GENEX
Timeline
Assistant Branch Manager
Ata Yatırım Menkul Kıymetler A.Ş.
12.2024 - Current
Portfolio Manager
Ak Yatırım Menkul Değerler A.Ş.
06.2021 - 12.2024
Investment Specialist
QNB Finans Yatırım Menkul Değerler A.Ş.
03.2018 - 05.2021
Investment Assistant Specialist
Global Menkul Değerler A.Ş.
03.2014 - 03.2018
Stock Market Intern
Global Menkul Değerler A.Ş.
06.2013 - 07.2013
No Degree - English Certificate Program
Flying Classrooms School of English
04.2001 -
BBA - Business Administration
Atılım University
04.2001 -
High School Diploma -
Cumhuriyet High School & Tınaztepe High School
04.2001 -