MBAER Bank - The Swiss Merchant Bank

The Bank with a Soul

Daniela Tejic

Commercial employee with federal certificate of proficiency
Assistant Merchant Banking

Daniela has been working at MBaer Merchant Bank since August 2021.

She is responsible for supporting the senior bankers in the area of wealth management. Her tasks additionally include the professional reception of clients.

tejic@mbaerbank.com

Key professional milestones

Private Banking Experience

Starting in 2018, Daniela worked for an international private bank as an Assistant Relationship Manager. There she supported several relationship managers in their day-to-day business, serving clients with a focus on the Europe and Asia regions.

  • She was responsible for the overall execution and monitoring of client orders, payment transactions and the onboarding process from A-Z.
  • She was also assistant to the team leader and responsible for onboarding new employees.

Beginnings in the banking industry

Daniela gained her first banking experience in 2015 - 2018 at UBS AG in Zurich. During this time, she was able to gain first impressions in five different departments. Her activities included the following tasks:

  • CLS Trade Finance & Cash Management
  • CLM Client Onboarding Documents
  • CCF Account Deactivations
  • TAX Report Specialist

Qualifications

  • Federal commercial diploma from HSO KV Colleague

Daniela is fluent in German, English and Serbian.

This site uses cookies.

To make this website run properly and to improve your experience, we use cookies.

For more detailed information, please check our Cookie Policy.