Max Kleinert

Max Kleinert Email and Phone Number

Team Head Investment Products and Services @ LGT Private Banking
Geroldswil, ZH, CH
Max Kleinert's Location
Geroldswil, Zurich, Switzerland, Switzerland
Max Kleinert's Contact Details

Max Kleinert personal email

About Max Kleinert

Senior professional with 14 years of international experience in the financial industry. Strong track record implementing business projects in product management within Wealth Management. Strong knowledge in business-, product- and project management, banking, finance, strategic planning, stakeholder management, corporate governance, risk management and compliance. I am holding a Master of Science/Diplomkaufmann in management with focus on finance and controlling from ESCP Europe Business School (Paris/London/Berlin).

Max Kleinert's Current Company Details
LGT Private Banking

Lgt Private Banking

View
Team Head Investment Products and Services
Geroldswil, ZH, CH
Website:
lgt.com
Employees:
2932
Max Kleinert Work Experience Details
  • Lgt Private Banking
    Team Head Investment Products And Services
    Lgt Private Banking
    Geroldswil, Zh, Ch
  • Lgt Private Banking
    Team Head Investment Products & Services
    Lgt Private Banking Jan 2024 - Present
    Vaduz, Liechtenstein
    Overseeing a team responsible for developing, structuring, internal promotion and supporting distribution of investment products across Private Markets and liquid instruments that fits the needs of our global LGT Private Banking clientele.✔Managing product launches from initial mandate up to front office roll-out✔Responsible for the full lifecycle of covered instruments including the Private Banking Product Ownership for the Princely Portfolio✔Coordination of internal and external stakeholders for developing and structuring new products✔Onboarding of third party providers and platforms✔Ensuring proper approval processes and compliance of the products covered✔Partner with Advisory, Relationship Managers and management regarding product related questions
  • Lgt – Private Banking Und Asset Management
    Product Manager
    Lgt – Private Banking Und Asset Management Jun 2020 - Jan 2024
    Vaduz, Liechtenstein
    Product Manager responsible for the implementation of Private Market and liquid product initiatives for private banking clients.✔Roll-out of Capital Partners, Lightrock and third party private equity and debt funds as well as co-investments (AIFs)✔Set-up of own Private Banking UCITs funds for LGT portfolio management mandates✔Creation of marketing materials and presentations as well as training of sales force✔Coordinating internal product approval processes to ensure compliance with regulatory & tax requirements for target countries globally✔Support of Relationship Managers with regards to operational and after sales related questions
  • Deutsche Bank
    Coo Europe Institutional Wealth Partners
    Deutsche Bank Jan 2018 - Apr 2020
    Zürich
    Leading the delivery of COO services within IWP (public & private side), a sales desk for UHNWI coverage across WM Europe with 20 investment professionals. ✔ Responsible for a cost budget of above EUR 10m ✔ Manager of a team of three business manager based in the Switzerland, Germany and the UK ✔ Roll-out of new investment opportunities in partnership with control partners ✔ Advising Relationship Managers on appropriate set-up for adoption of UHNWI clients across countries ✔ Identifying development needs, structuring potential solutions, deciding on run the bank enhancements and preparing decisions for senior management on new projects ✔ Risk Management: Definition, implementation and execution/reporting of controls and KRI ✔ Coordination of revenue and cost planning and delivery of meaningful information & tracking to senior management
  • Deutsche Bank
    Business Manager Key Client Partners Emea
    Deutsche Bank Jan 2013 - Dec 2017
    Zürich
    Business & Project Manager setting-up an UHNWI coverage desk. ✔ Transformation of the bank’s business strategy in a business model, definition of processes and implementation of the team set-up across Switzerland and the United Kingdom ✔ Leading the implementation efforts for regulatory and business enablement projects for the desk across the EMEA region ✔ Responsible for the control framework and the corresponding guidelines and key operating procedures✔ Participation in projects such as MiFID2, 3Lines of Defence project (risk project)
  • Deutsche Bank
    Business Manager Schweiz Global Investment Solutions
    Deutsche Bank Oct 2009 - Dec 2012
    Zürich
    Business & Project Manager of internal projects of the product department.✔ Responsible for managing relationships between stakeholders like Legal and Compliance ✔ Proactive resolution and reporting of any issues or risks and regular performance tracking ✔ Creation, implementation & maintenance of internal guidelines and processes regulating daily business ✔ Definition and roll-out of weekly commentary and analysis of financial results to senior management
  • Deutsche Bank
    Produktmanager Hedge Funds
    Deutsche Bank May 2006 - Sep 2009
    Frankfurt Am Main, Hessen, Deutschland
    Product Manager responsible for the build out of the onshore hedge-fund platform.✔ Sourcing, structuring and roll-out of hedge-fund products for private clients ✔ Close collaboration with the Investment Bank ✔ Creation of marketing materials and presentations as well as training of sales force ✔ Organisation and execution of client hedge-fund events in London ✔ Support for Relationship Managers on hedge-fund strategies and product performance

Max Kleinert Education Details

Frequently Asked Questions about Max Kleinert

What company does Max Kleinert work for?

Max Kleinert works for Lgt Private Banking

What is Max Kleinert's role at the current company?

Max Kleinert's current role is Team Head Investment Products and Services.

What is Max Kleinert's email address?

Max Kleinert's email address is max.kleinert@db.com

What schools did Max Kleinert attend?

Max Kleinert attended Escp Europe, Humboldt University Of Berlin.

Who are Max Kleinert's colleagues?

Max Kleinert's colleagues are James Wenyon, Bruno Germann, Vincenzo Liguori, Konstantinos Diseris, Daniel Peter, Linard Pitsch, Lum Lydia.

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