Serengil Özünlü

Bis 2025, Investment Advisory Manager, AK Investment
Berlin, Deutschland

Fähigkeiten und Kenntnisse

Investment Advisory
Portfolio Management
Private Banking
Wealth Management
Financial Markets
Asset Allocation
Market Analysis
Investment Strategy
Foreign Exchange (FX)
Fixed Income
Eurobonds
Derivatives
Options
Swaps
Structured Products
Mutual Funds
Client relationship management
High Net Worth Clients
Investment Consulting
Treasury Products
Capital Markets
Financial Analysis

Werdegang

Berufserfahrung von Serengil Özünlü

  • 2 Jahre und 9 Monate, Feb. 2023 - Okt. 2025

    Investment Advisory Manager

    AK Investment

    Provided investment advisory and portfolio management for high-net-worth clients, developing tailored asset allocation strategies and delivering market insights and investment recommendations across FX, fixed income, derivatives and investment funds.

  • 1 Jahr und 2 Monate, Jan. 2022 - Feb. 2023

    Investment Advisory Executive

    Rota Asset Management

    Managed the end-to-end setup of customized investment funds, including structuring, distribution development and investor engagement, while ensuring regulatory compliance and operational efficiency.

  • 3 Monate, Nov. 2021 - Jan. 2022

    Treasury Marketing Dealer

    Anadolubank

    Executed FX transactions and supported pricing of fixed income and eurobonds while providing treasury product solutions for clients and internal teams.

  • 1 Jahr und 10 Monate, Juni 2019 - März 2021

    Private Banking Deputy Executive

    Akbank

    Managed banking and investment transactions for high-net-worth private banking clients, executing FX, derivatives, options, forwards, swaps, eurobonds and mutual funds, providing portfolio support and investment advisory services, and supporting lending processes including loan applications and credit facilities.

  • 2 Jahre und 2 Monate, Mai 2017 - Juni 2019

    Affluent Banking Deputy Executive

    Akbank

    Delivered banking services for affluent clients, including deposits, investment products and lending services, while supporting client relationship management and branch sales activities.

  • 3 Monate, Aug. 2016 - Okt. 2016

    Stock Exchange Deputy Officer

    ING Securities

    Facilitated equity order execution through the stock exchange trading system and prepared daily financial market summary reports for internal teams.

Sprachen

  • Türkisch

    Muttersprache

  • Englisch

    Gut

  • Deutsch

    Gut

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