Serengil Özünlü

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.

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

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

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.

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

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