Serhat Demir Email and Phone Number
As a dedicated Relationship Manager Associate in Wealth Management, I specialize in delivering exceptional service and tailored financial solutions to high-net-worth individuals. My professional journey has equipped me with a robust foundation in organizational support, account management, and compliance, enabling me to enhance client experiences and foster enduring relationships.Throughout my career, I have held pivotal roles in leading financial institutions. My experience spans various positions, from Client Manager for (U)HNWI clients in to Client Advisor for Small and Medium-sized Enterprises in Switzerland. In my current role, I support Senior Relationship Managers ensuring seamless account management and compliance.Key Skills and Areas of Expertise:- Private Banking- Compliance and Risk Management- Corporate Banking- Account Management- AML- Documentation HandlingMy value proposition lies in my client-focused approach, deep understanding of diverse markets, and commitment to operational excellence. I am adept at navigating the complexities of wealth management, ensuring client satisfaction, and driving results.
Habib Bank Ag Zurich
View- Website:
- habibbank.com
- Employees:
- 848
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Relationship Manager Associate Wealth ManagementHabib Bank Ag Zurich Nov 2022 - PresentZürich, Zürich, Schweiz- Providing support to two Private Banking Senior Relationship Managers in organizational matters such as documentation handling, risk management, regulatory and compliance duties, preparation of client meetings, investment proposals, payment orders and transactionprocessing- Maintaining daily telephone contact with clients from Pakistan, UK and Middle East, Family offices as well as various stakeholders in the Bank-Serving as a point of contact for clients regarding daily transactions and requests
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Client Manager Hnwi/Uhnwi Middle EastCredit Suisse Nov 2021 - Oct 2022Genf, Schweiz- Provided support to three Private Banking Senior Relationship Managers in organizational matters such as documentation handling, risk management, regulatory and compliance duties, preparation of client meetings, investment proposals, payment orders and transactionprocessing- Maintained daily telephone contact with clients from Middle East, Family offices as well as various stakeholders in the Bank- Served as a point of contact for clients regarding daily transactions and requests -
Client Advisor Small And Medium-Sized EnterprisesCredit Suisse Apr 2020 - Nov 2021Bern Und Umgebung- Converted leads of corporate clients based in Switzerland via multichannel in German, English, French and Italian- Actively sold corporate banking solutions from the segment-specific offering- Assisted clients with the whole account opening process and change in circumstances- Executed customer payment orders and processing of loans- Clarified and reviewed KYC and assessed the CRS- Trained new employees
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Onboarding Specialist SmeCredit Suisse Nov 2019 - Apr 2020Bern Und Umgebung, Schweiz- Provided Front support being the first point of contact for formalities for small and medium-sized companies- Performed KYC reviews- Reviewied and completed account openings- Managed client data according CDB, Compliance and TAX requirements
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Sanctions Handling SpecialistCredit Suisse Mar 2019 - Nov 2019Zürich Und Umgebung, Schweiz- Assessed and processed filtered high risky payments due topossible sanctions- Clarification of risk assessments with sanctions compliance- Front support for payments pending due to clarificaiton- supported the line manager for a machine learning project by writing reports
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Client Service Specialist For Internal ClientsUbs Jun 2018 - Feb 2019Zürich Und Umgebung, Schweiz- First point of contact for relationships managers and assistants for payments, client data management and formalities- Monitored of the robotics' performance- clarified payment investigations -
Client Service Advisor For Private Clients (Fixed-Term Contract)Credit Suisse Dec 2017 - Mar 2018Bern Area, Svizzera- First Level Support for retail private clients in German, French,Italian and English- Fixed appointments for relationship managers- Executed administrative tasks such as delivering account and tax statements, invoices
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Legal & Collection SpecialistBillag Ag Feb 2017 - Nov 2017- Supported clients by phone and by written correspondence- Processed payment agreements, repayments and account statements in SAP- Handled e-bills- Recorded payment orders, garnishments and certificates of loss- Handling of bankruptcy proceedings- Processed requests for deferment, forbearance and remission- Processed rejections and debt collection as well as continuation requests- Timely processed of the delivered acts- Contact with authorities and offices
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Customer Care AgentBillag Ag Jul 2016 - Jan 2017- Mutations of existing customer data- Registered new customer data- Answered to clients inquiries by phone in German, French, Italian and English- Processed documents
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Trainee In Public AdministrationStaat Freiburg - Etat De Fribourg Jul 2014 - Jun 2015Freiburg, Schweiz- daily contacts with judicial authorities in German and French- Executed administrative work- Translations in German and French- Collected prisoner data and processed their files- Formulated enforcement reports
Serhat Demir Education Details
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Fitch LearningSaq-Cwma -
Bachelor Of Science In Business Administration -
Betriebswirtschaft -
Handelsmittelschule Gambach
Frequently Asked Questions about Serhat Demir
What company does Serhat Demir work for?
Serhat Demir works for Habib Bank Ag Zurich
What is Serhat Demir's role at the current company?
Serhat Demir's current role is Relationship Manager Associate Wealth Management.
What schools did Serhat Demir attend?
Serhat Demir attended Fitch Learning, Kalaidos Fachhochschule Schweiz, Hso Wirtschaftsschule Schweiz, Handelsmittelschule Gambach.
Who are Serhat Demir's colleagues?
Serhat Demir's colleagues are Sabeena Ghazal, Syeda Maha Iqbal, Taimoor Laghari, Mahmood Siddique, Niyaz Arshad - Ccna-Mcitp-Msts, Andrew Mungai, Awais Hassan.
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Serhat Demir
Istanbul
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