The Bank with a Soul

Meral Dogan

Banking careers for secondary school graduates, BEM
Assistant Wealth Management

Meral has been working at MBaer Merchant Bank since July 2019.

She deals with client business such as new account opening, payment transactions and stock exchange orders and provides administrative support for the senior bankers.

Her work also includes office management and client reception.

Dogan@mbaerbank.com

Key professional milestones

Supporting wealthy private clients

Meral spent over three years as a Relationship Manager at Credit Suisse in Zurich, with the following areas of responsibility:

  • looking after private clients residing in Switzerland
  • giving advice on investment solutions, payment transactions, mortgages and old-age pensions
  • delivering compliance training on money laundering investigations and documentation

Supporting banks and brokers

Previously, she worked as an Account Manager for institutional clients at UBS AG with responsibility for:

  • managing cash and trade finance accounts
  • all day-to-day business matters

Supporting smaller private clients

As a client adviser at UBS AG, Meral acquired the necessary skills for the following tasks:

  • opening accounts and advising clients on basic services and investment funds
  • deputizing for the head of the department

Qualifications

  • Certified client adviser for individual bank clients, Swiss Association for Quality
  • Banking careers for secondary school graduates, BEM

Meral is bilingual in German and Turkish. She has a good knowledge of English and basic knowledge of Italian and Spanish.

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