Yunus ÖMER
Zürich
Summary
Experienced Banking & Finance professional with over 20 years of experience in Private Banking and Wealth Management as a Relationship Manager and Branch Manager.
Skilled in providing solutions and collaborating with in-house experts, with demonstrated expertise in determining client needs and goals.
Good knowledge of the Turkish financial market and excellent communication skills for addressing detailed financial solutions.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Relationship Manager - WM Türkiye HNWI
UBS Switzerland AG
Zurich
03.2018 - Current
- Implemented a referral-based approach to enhance customer reach, by capitalizing on existing client base and utilizing innovative prospecting strategies.
- Utilized strong communication skills to comprehend and fulfill client needs
- Ensured client satisfaction by being the consistent point of contact
- Collaborated with subject matter experts to identify insights and make recommendations that optimize investment performance in accordance with the client's strategy.
- Stay informed about the latest developments in global and local financial markets for effective client communication.
Branch Manager
Denizbank AS
Istanbul
07.2013 - 02.2018
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Provided training to new employees on company policies and procedures. Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Maintained a positive relationship with HNWI & UHNWI clients by responding promptly to inquiries or complaints.
- Identifying, understanding, and helping HNWI & UHNWI clients with their changing needs.
- Initiate and close sales of sophisticated investment products.
RM &Assistant Branch Manager & Branch Manager
Citibank
Istanbul
01.2004 - 06.2013
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Provided training to new employees on company policies and procedures.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Maintained a positive relationship with HNWI & UHNWI clients by responding promptly to inquiries or complaints.
- Identifying, understanding, and helping HNWI & UHNWI clients with their changing needs.
- Initiate and close sales of sophisticated investment products.
- Provided bank leadership in absence of branch manager.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Intern
Citibank
Bursa
03.2002 - 01.2003
- Managed customer inquiries through phone calls, emails, or other forms of communication.
- Supported senior staff members in completing projects and handling customer inquiries.
- Prepared daily price lists for investment funds and bonds.
Education
Bachelor of Science - Mathematics
Uludag University
Bursa06-2002
Skills
- Good Communication
- Relationship building and management
- Client acquisition
- Collaboration with in-house Experts
- Market & Product Knowledge
- Determine Client Needs&Goals
- Swiss & Turkish Financial Market Certificates
Certification
- Capital Market Activities Basic Level Certificate - TR
- Capital Market Activities Advanced Level Certificate - TR
- Capita Market Activities Derivatives Certificate - TR
- Pension Plan Specialist Certificate - TR
- Certified Client Advisor - SAQ
Timeline
Relationship Manager - WM Türkiye HNWI
UBS Switzerland AG
03.2018 - Current
Branch Manager
Denizbank AS
07.2013 - 02.2018
RM &Assistant Branch Manager & Branch Manager
Citibank
01.2004 - 06.2013
Intern
Citibank
03.2002 - 01.2003
- Capital Market Activities Basic Level Certificate - TR
- Capital Market Activities Advanced Level Certificate - TR
- Capita Market Activities Derivatives Certificate - TR
- Pension Plan Specialist Certificate - TR
- Certified Client Advisor - SAQ
Bachelor of Science - Mathematics
Uludag University
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