The Bank with a Soul

Stephanie Zindel

Federal Diploma in Business Management
Assistant Wealth Management

Stephanie has been working at MBaer Merchant Bank since September 2019.

She assists Senior Bankers in the Wealth Management department and is handling customer inquiries and support.

She is also responsible for office management and for ensuring that the bank's clients are given a warm welcome.

zindel@mbaerbank.com

Key professional milestones

Focus on the Russian market

Stephanie worked for several years as an Assistant Relationship Manager at VP Bank Schweiz AG and also at Falcon AG. Her areas of responsibility included:

  • supporting client advisers specialising in clients from Europe, the Middle East and Russia
  • managing client portfolios as a specialist in securities

Experienced client adviser

Previously, she occupied the same position at VT Wealth Management AG and was also assistant to the CEO, with the following responsibilities:

  • supporting a number of client advisers focusing on sales markets in Germany, Poland and South America
  • processing stock market orders and overall cash management

Early days of a career in banking

Stephanie spent over eight years at Credit Suisse AG, working in various different roles and divisions. That is where she learned her banking skills, focusing among other things on:

  • monitoring client deposits, processing stock market orders and money market products and producing investment proposals
  • supporting private banking securities and private banking tax operations

Qualifications

  • One-year management course NbW
  • Federal Diploma in Business Management

Stephanie speaks fluent German and English and has a basic knowledge of Russian and Greek.

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