Jean Pfeifer

Jean is a very passionate speaker who can captivates the attention of his audience thanks to his wealth of experience, anectodes and stories in his core topics: banking, customer experience and talent management/development. Jean is very expressive, feels at ease with small and large groups, thanks to his >15 years experience in training and his enthusiasm communicating with people. His strenghts are combining sound knowledge with practical experience and his strong ability to make complex concepts understandable and easily applicable.

Jean combines his long Wealth Management (WM) banking experience with his passion for the learning function to create programs that boost employees performance to generate more revenues. After 10 years at the front office as Client Advior and Desk Head, he joined the UBS Business University in the UBS Learning strategy, then became Talent Manager for the regions LATAM+MEA. In 2006, he created the Internal Faculty of the UBS WM Campus APAC in Singapore and in 2007 built the learning function at UBS WM Japan, to transfer the critical business skills to Japan. He is now back at UBS Headquarters as Sales Manager for WM Switzerland. He graduated in Economics from the University of Applied Sciences of Lausanne with postgraduates studies at UC Berkeley, has a Swiss Federal Advanced Diploma in Corporate training and a Master of Advanced Studies in Human Systems Engineering. He teaches finance at ISFB in Geneva and Banking strategy for the Federal Diploma in Banking and Finance.

Experienced in designing and executing performance improvement solutions, through learning and non-learning interventions.

Sound knowledge in banking, corporate training, talent development and performance management. Seasoned facilitator, trainer and lecturer (> 3000 stage hours).

Deep expertise in the financial services industry with cross-industry knowledge & exposure by advising and teaching for various companies and professional associations. Specialties

Best practices in Private Banking, Talent management, learning culture, instructional design, training delivery, performance management, coaching (certified coach), sales training, group facilitation, teaching (economics, finance, sales, talent management).

Areas Of Expertise

• Private Banking
• Wealth Management
• Customer Experience
• Talent Management Blue
• Ocean Strategy

Education

• IMD: Open Program, Strategy 2006
• University of Applied Sciences, Lausanne, Switzerland: MSc, Economics 1999
• Swiss Advanced Federal Diploma in Corporate Learning: Master, Corporate training 2002
• IMD: Open Program, Leading High Impact Learning 2007
• UC Berkeley: Postgr. studies, International Business, Organizational Behavior 2000
• UBS: Wealth Management Diploma, Wealth Management 1998
• HEC Paris: Open Program, Leading Strategies for Outstanding Performance 2012
• University of Applied Sciences, Lausanne: Master of Advanced Studies, Human Systems Engineering