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Joel Klein Location
Switzerland
Joel Klein Work
Project Manager, Unified Global Alternatives — Executive Director @ (June 2026 - Present)
Integration Lead WMCH Client Outreach and Journeys @ (October 2024 - May 2026)
Head Strategy, Business and Financial Management - Private Banking Switzerland - Director @ (October 2022 - August 2024)
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 @ A.T. Kearney (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)
MSc (Management)
2003-2004
The London School of Economics and Political Science (LSE)
BSc and MSc (Management)
2000-2003
Joel Klein Skills
Business Strategy
Business Transformation
Capital Markets
Commercial Banking
Distribution Strategies
General Insurance
Go-to-market Strategy
Management Consulting
Operating Models
Private Banking
Project Management
Retail Banking
Strategic Planning
Wealth Management
Go to Market Strategy
Strategy
Banking
Leadership
Management
Development
PowerPoint
Public Speaking
Business Management
Customer Service
Joel Klein Summary
Joel Klein, based in Switzerland, is currently a Project Manager, Unified Global Alternatives — Executive Director at UBS. Joel Klein brings experience from previous roles at UBS and Credit Suisse. Joel Klein holds a 2003 - 2004 MSc in Management @ London School of Economics (LSE) and Chicago Graduate School of Business (GSB / Booth). With a robust skill set that includes Business Strategy, Business Transformation, Capital Markets, Commercial Banking, Distribution Strategies and more. Joel Klein has 3 emails on RocketReach.
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