Semih Batum

VP | Global Financial Services | Wealth & Investment Management | Banking | Consulting |

Orlando, Florida, United States

About

An MBA and an achievement oriented, digitally savvy Business and Financial Services professional with a diversified international experience gained in top tier multinational organizations in USA, Turkey, Europe and Dubai. Throughout his international tenures, Semih participated in cross-functional projects, worked with C-Level executives, department and regional heads, led large territories delivering exceptional business results. Working in multicultural, multi-jurisdictional environments made him an adaptable professional , agile leader, providing a competitive edge. Semih has strong leadership and expertise in: Strategy • Client Growth • Market & Business Development • Sales & Marketing Leadership • Competitive Analysis • Product Positioning • Client Relationship Management • Investment Management • Trading • Asset & Wealth Management • International Banking and Lending • Fiduciary Advisory • Financial Planning & Analysis With extensive experience working with : Executives • Ultra High Net Worth Individual clients • Centers of Influence (COI) Groups • Intermediaries • Institutions • Funds • Asset Management Firms • Family Offices • Private Equity • Sovereign entities • Financial Institutions Globally. He has also been curious & up-skilling in: Algorithmic Equities Trading • Fintech • Digital Transformation • Blockchain and Strategic Business Applications • Artificial Intelligence (AI) • Machine Learning ( ML) • Analytics

Experience

  • Vice President-Sr. Wealth Consultant - UHNW at Charles Schwab
    Apr 2025 - Present · 1 yr 3 mos

  • Senior Relationship Consultant-UHNW-Global Wealth & Investment Management at Vanguard
    Jun 2021 - Apr 2025 · 3 yrs 11 mos

    • Managed a book of sophisticated client relationships via Vanguard's UHNW Wealth Management segment. • Provided comprehensive continuum of Wealth Management solutions including but not limited to Investments, Wealth Planning, Trust and Estate Services, Alternative Investments, Fully Paid Lending, Margin, Cash Solutions through effective client consultancy and sales enablement strategies fostering strong client relationships resulting in revenue growth and asset generation. -Participated in strategy, business development and training initiatives supporting leadership.

  • Senior Advisor- Global Wealth & Investment Management at Merrill Lynch
    Feb 2018 - Mar 2020 · 2 yrs 2 mos

    • Led client acquisition and sales efforts for Wealth & Investment Management products at Merrill Lynch. • Developed and maintained relationships with high-net-worth clients to drive business growth. • Utilized Merrill Lynch and Bank of America platforms to offer a wide range of financial services. • Achieved significant revenue growth through strategic wealth planning and fiduciary advisory services.

  • Regional Managing Director-MENA- Global Wealth & Investment Management at Banque Internationale à Luxembourg (BIL)
    Jan 2016 - Sep 2017 · 1 yr 9 mos

    • Led regional strategy and business development activities for the group in MENA, resulting in a significant increase in client acquisition and growth. • Managed teams and relationships with high-net-worth , ultra high net worth individuals, family offices, and private equity clients in MENA, Gulf Countries, and Turkey. • Implemented innovative investment solutions and wealth planning strategies utilizing BIL Luxembourg platform.

  • Regional Director- MENA- Global Wealth & Investment Management at Akbank
    Sep 2012 - Jan 2016 · 3 yrs 5 mos

    • Led regional strategy and client acquisition activities in MENA, Gulf Countries, and Turkey for Akbank's Global Wealth & Investment Management division. • Developed and implemented growth initiatives, resulting in a significant increase in sales and business development opportunities. • Managed relationships with private and institutional clients, offering a wide range of investment, wealth planning, banking, and lending solutions.