Zeynep Öcal Polat

Zeynep Öcal Polat

Finance Intern

Followers of Zeynep Öcal Polat768 followers
location of Zeynep Öcal PolatIstanbul, Istanbul, Türkiye

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  • Timeline

  • About me

    Yapı Kredi Private Banking Senior Portfolio Manager, Wealth Management , Senior Investment Products, Relationship Management , Portfolio Management , Insurance

  • Education

    • Galatasaray Üniversitesi

      2014 - 2015
      Master's degree Financial Economy
    • Anadolu Üniversitesi

      2006 - 2011
      Bachelor of Business Administration (BBA) Business Administration
  • Experience

    • TOKİ

      Aug 2010 - Aug 2010
      Finance Intern
    • SPK – Capital Markets Board of Turkey

      Feb 2011 - Feb 2011
      Finance Intern
    • GCM Yatırım

      Sept 2012 - Apr 2013
      Foreign Exchange Dealer
    • Yapı Kredi

      Apr 2013 - Dec 2024

      At first, as a management trainee at Yapi Kredi Private Banking Departmant, I have been working since 2013. Our clients’ portfolio should include variety of investment instruments depending on their risk profiles. In addition, our communication and relationship with them plays a vital role for directing them to the right investment in right time.

      • Senior Private Banker

        May 2020 - Dec 2024
      • Private Banker

        Feb 2016 - May 2020
      • Management Trainee

        Apr 2013 - Feb 2016
    • TEB Yatırım I BNP Paribas Ortaklığı

      Dec 2024 - now
      Invesment manager
  • Licenses & Certifications

    • Bes lisansı

      Allianz
    • Segem

      Türkiye Sigorta ve Reasürans Şirketleri Birliği
    • Türev araçlar lisansı

      Sermaye Piyasası Kurulu - SPK
    • Sermaye Piyasası Faaliyetleri Düzey 2 Lisansı

      Sermaye Piyasası Kurulu - SPK
      Feb 2020
    • Sermaye Piyasası Faaliyetleri Düzey 1 Lisansı

      Sermaye Piyasası Kurulu - SPK
      Dec 2013
    • Sermaye Piyasası Faaliyetleri Düzey 3 Lisansı

      Sermaye Piyasası Kurulu - SPK
      Feb 2020
    • Türev Araçlar Lisansı

      Sermaye Piyasası Kurulu - SPK
      May 2014