Joel Klein Email
Integration Lead WMCH Client Outreach and Journeys @ UBS Group AG
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Joel Klein Location
- Switzerland
Joel Klein Work
- 2024 -now Integration Lead WMCH Client Outreach and Journeys @
- 2022 -now Head Strategy, Business and Financial Management - Private Banking Switzerland - Director @
- 2022 -2022 Head of Business Management Wealth Management Europe - Director @
- 2018 -2022 Head Business Management and Strategy Emerging Europe (International Wealth Management) - Director @
- 2016 -2017 Head Business Management Emerging Europe (International Wealth Management) - Director @
- 2014 -2016 Head of Business Management and Development International Private Clients (IPC) @
- 2013 -2014 Credit Suisse Vice President Strategy and Projects Private Banking and Wealth Management @
- 2012 -2013 Vice President Strategy Credit Suisse Corporate and Institutional Clients (C and IC) @
- 2010 -2012 Private Banking Business Development Senior Business Project Manager @
- 2008 -2010 Associate @
- 2005 -2008 Consultant @
- 2002 -2002 Summer Intern - Debt Capital Markets Division (DCM) @
- 2001 -2001 Summer Intern in the International Private Clients Group (IPCG) @
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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Top UBS Group AG Employees
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Jason Chandler
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New York, NY, US
Matthew Ouderkirk
Chief Operating Officer, Investment Bank Americas
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Marc-Anthony Hourihan
Chairman Global Mergers and Acquisitions
New York, NY, US
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Tobias Vogel
CEO UBS Europe SE
Germany
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