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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