Joel Klein Email
Integration Lead WMCH Client Outreach and Journeys @ UBS Group AG
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Joel Klein Location
- Switzerland
Joel Klein Work
- Integration Lead WMCH Client Outreach and Journeys @ (October 2024 - Present)
- Head Strategy, Business and Financial Management - Private Banking Switzerland - Director @ (October 2022 - Present)
- Head of Business Management Wealth Management Europe - Director @ (March 2022 - September 2022)
- Head Business Management and Strategy Emerging Europe (International Wealth Management) - Director @ (January 2018 - February 2022)
- Head Business Management Emerging Europe (International Wealth Management) - Director @ (June 2016 - December 2017)
- Head of Business Management and Development International Private Clients (IPC) @ (November 2014 - June 2016)
- Credit Suisse Vice President Strategy and Projects Private Banking and Wealth Management @ (October 2013 - October 2014)
- Vice President Strategy Credit Suisse Corporate and Institutional Clients (C and IC) @ (September 2012 - October 2013)
- Private Banking Business Development Senior Business Project Manager @ (August 2010 - September 2012)
- Associate @ (January 2008 - January 2010)
- Consultant @ (January 2005 - January 2008)
- Summer Intern - Debt Capital Markets Division (DCM) @ (June 2002 - September 2002)
- Summer Intern in the International Private Clients Group (IPCG) @ (June 2001 - September 2001)
Joel Klein Education
- London School of Economics (LSE) and Chicago Graduate School of Business (GSB / Booth) 2003-2004
- London School of Economics and Political Science 2000-2003
Joel Klein Skills
- Commercial Banking
- Management Consulting
- Business Transformation
- Business Strategy
- Private Banking
- Wealth Management
- Project Management
- Strategic Planning
- Distribution Strategies
- Go-to-market Strategy
- Retail Banking
- General Insurance
- Operating Models
- Go to Market Strategy
- Strategy
- Capital Markets
- Banking
- Leadership
- Management
- Development
- PowerPoint
- Public Speaking
- Business Management
- Customer Service
Joel Klein Summary
- Joel Klein, based in Switzerland, is currently a Integration Lead WMCH Client Outreach and Journeys at UBS. Joel Klein brings experience from previous roles at Credit Suisse. Joel Klein holds a 2003 - 2004 London School of Economics (LSE) and Chicago Graduate School of Business (GSB / Booth). With a robust skill set that includes Commercial Banking, Management Consulting, Business Transformation, Business Strategy, Private Banking and more. Joel Klein has 4 emails on RocketReach.
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