Max Kleinert Email and Phone Number
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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).
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Team Head Investment Products And ServicesLgt Private BankingGeroldswil, Zh, Ch -
Team Head Investment Products & ServicesLgt Private Banking Jan 2024 - PresentVaduz, LiechtensteinOverseeing 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 -
Product ManagerLgt – Private Banking Und Asset Management Jun 2020 - Jan 2024Vaduz, LiechtensteinProduct 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 -
Coo Europe Institutional Wealth PartnersDeutsche Bank Jan 2018 - Apr 2020ZürichLeading 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 -
Business Manager Key Client Partners EmeaDeutsche Bank Jan 2013 - Dec 2017ZürichBusiness & 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)
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Business Manager Schweiz Global Investment SolutionsDeutsche Bank Oct 2009 - Dec 2012ZürichBusiness & 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
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Produktmanager Hedge FundsDeutsche Bank May 2006 - Sep 2009Frankfurt Am Main, Hessen, DeutschlandProduct 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
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Business Administration, Finance & Controlling -
Business Administration And Economics
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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