Max Kleinert Email & Phone Number

Geroldswil, Zh, Ch

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

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

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

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)

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

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

Master Of Science - Ms, Business Administration, Finance & Controlling

Paris - London - Berlin Master thesis on: "Value based management in non-listed companies in Germany"

Vordiplom, Business Administration And Economics